Financial Advisor (Eastern Cape South) MMH250609-2

Metropolitan; Kariega; On-site; ZAR 180,000 - 300,000; Full time

Job summary

A leading company in the financial services sector seeks to attract and retain clients by selling its products. The ideal candidate will have a strong sales and customer service background, and will engage with clients to understand their financial needs, while achieving business objectives and ensuring compliance with all regulations.

Qualifications

• 1-2 years’ experience in a sales and/or customer service role.
• 1-2 years’ experience in the insurance and/or financial services industry (advantageous).
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

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

Skills

Customer Service

Sales

Financial Advice

Education

Matric or equivalent NQF 4 qualification

Finance or Business related tertiary qualification

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 longterm viability.

Requirements

• Matric or equivalent NQF 4 qualification
• 1-2 years’ experience in a sales and/or customer service role
• 1-2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)
  
  

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