Financial Advisors [South Africa]


 

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Job description




Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.




Key Duties, but not limited to:




Ensure all clients have a good understanding of Credit Life, Funeral Cover, Life Cover and short term insurance

Financial services provided should be in the best interest of the client and the business

Provide exceptional customer services

Achieve sales targets set out by the Insurance Key Individual

Remain compliant on all sales, non-sales and query-related calls

Ensure all associated financial services administration is completed effectively to meet the groups compliance and regulatory requirements




Requirements:




Matric Certificate

NQF Level 5 FAIS/FSCA recognised qualification

Regulatory Examination RE5

FAIS Fit and Proper Financial Advisor

2 - 5 years of experience working in the Financial Service Industry as a Financial Advisor

Proven sales track record as a Financial Advisor




Benefits

Join our team and you will benefit from our …..
  • Training and development opportunities
  • Growth opportunities
  • Daily, weekly & monthly rewards & Recognition
  • Cash incentives
  • Quarterly bonus rewards
  • Pension funds benefits
  • Maternity benefits
  • Birthday vouchers
  • Onsite canteen with wholesome meals or more

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