Financial Advisor - Richards Bay MMH260106-12

Metropolitan; Richards Bay; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Richards Bay is seeking a candidate to attract, acquire, and retain clients by selling company products. The role requires effective engagement with prospective clients, compliance with legislative requirements, and achievement of sales targets. Candidates should have Matric/N4 qualification or an undergraduate degree with relevant experience in the financial sector. Strong computer literacy and fluency in English are essential for success in this position.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already in financial services.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products aligned with 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

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

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.