Financial Adviser - South Coast MMH241011-2

Metropolitan; George; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading company in the financial services sector is seeking a motivated individual to attract, acquire, and retain clients by selling their products. This role requires strong client engagement skills and compliance with industry regulations, along with relevant experience and qualifications. The successful candidate will contribute to the company's growth and long-term viability.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Achieve targets related to production, quality and conversion.

Skills

Computer literacy

Fluency in English

Education

Matric/ N4 Equivalent Qualification

Undergraduate degree (preferred)

Job description

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English
  
  

Duties and Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-227383768