Financial Adviser - KZN North MMH250610-4

Metropolitan; Durban; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading financial services company is seeking a client sales representative to attract, acquire, and retain clients by selling its products. This role requires understanding client needs, achieving sales targets, and complying with regulatory requirements. Ideal candidates have a Matric or equivalent and relevant experience in the financial industry.

Qualifications

• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if in financial services.
• 5 years’ experience with matric or 1-2 years with an undergraduate degree.

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.

Skills

Strong computer literacy skills

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
• Valid driver's license
  
  

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