Intermediary Financial Consultant
Finovate People
- Hermanus, Western Cape
- Permanent
- Full-time
- First point of contact for all Marketing leads, to qualify leads into prospective customers.
- Gather, compile, and analyses financial and personal customer data.
- Gain a full understanding of customer's situation and objectives, explaining the company service offering and tactfully guiding and advising them through the decision-making process.
- Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
- Match customer needs to specific solutions, based on the company's service offerings.
- Integrate the customers profile and goals through cross-selling of service solutions specific to customers' needs.
- Correspond with customers re additional information required.
- Continuously look for better ways to conduct business and improve processes.
- Responsible for contributing to the revenue stream for the team and take-on of new clients.
- Client acquisition, retention, service orientation and relationship management.
- Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.
- Tertiary qualification, i.e., Certificate/ Diploma or Degree.
- Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
- FAIS Regulatory Exam (RE5).
- Exposure to and/or theoretical knowledge of FICA legislation.
- Approximately five years' experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
- Salesforce CRM knowledge and/or experience.
- Knowledge of Tax Emigration and associated services
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