Telesure Customer Service Jobs – Tied Financial Advisor

Website Telesure Investment Holdings - TIH

Job Description:

Clarification Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice.

Job Responsibilities:

  • Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance.
  • Create and ensure compliance with a company wide document management system.
  • Work independently and provide technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward.
  • Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.
  • Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty.

Qualification & Experience:

  • 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
  • RE5 (Essential)
  • Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
  • 120 FAIS Credits (NQF5) in Wealth management (Essential)
  • General Experience 2 or more years experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Life & investment) (Essential)

Job Details:

Company: Telesure Investment Holdings – TIH

Vacancy Type:  Full Time

Job Location: Johannesburg, Gauteng, SA

Application Deadline: N/A

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