Intermediary Financial Consultant

Updated: April 20, 2024 02:49 PM GMT

Finovate

Caledon

Title: Intermediary Financial Consultant

Our client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry, as soon as possible.

Job overview:

The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle of services required to meet their specific needs. It also works closely and collaboratively with Customer Services team members to ensure customer expectations and company revenue targets are met.

Advisory and Sales
• 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 customers situation and objectives, explaining the company service offering... More Detail