Financial Advisor - KZN South MMH250610-3

Metropolitan; Port Shepstone; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading company is seeking dedicated individuals to attract, acquire, and retain clients, thereby contributing to the overall business objectives. The role involves engaging with clients, selling financial products, and maintaining compliance standards. Ideal candidates should possess strong sales skills, relevant experience, and a commitment to client satisfaction.

Qualifications

• 5 years' experience if matriculated, or 1-2 years' experience with an undergraduate degree preferred.

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

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