Financial Advisor (Queenstown, Cradock, Aliwal North, East London, Butterworth, KWT) MMH250609-5

Metropolitan; Aliwal North; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company located in Aliwal North is seeking a Sales Consultant to attract and retain clients by selling products. Ideal candidates should have 1-2 years of sales experience in customer service and preferably in the insurance or financial services sector. The role requires a Matric qualification and strong sales skills, offering a dynamic work environment focused on client needs and compliance.

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 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.

Skills

Sales experience

Customer service skills

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.
  
  

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