Financial Advisor - South Coast MMH250602-6

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

Job summary

A leading financial services company is seeking sales representatives to attract and retain clients by selling their financial products. This role requires engagement with prospective clients to understand their needs and deliver tailored solutions. Candidates should possess strong computer literacy and fluency in English, along with relevant qualifications and sales experience.

Qualifications

• Must meet FAIS requirements based on DOFA date.
• Preferably possess relevant regulatory examinations.
• Experience in sales environment is essential.

Responsibilities

• Engage with clients to assess their financial needs.
• Sell products that meet clients’ financial requirements.
• Record client information and sales accurately.

Skills

Computer Literacy

Fluency in English

Education

Matric/ N4 Equivalent Qualification

Undergraduate Degree

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)
• 2-3 years' experience in a Sales environment
• 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