Commissioned Financial Adviser

Responsibilities

• Championing our valued customers to achieve their lifetime goals by identifying financial needs
• Providing sound financial advice
• Recommending and implementing 'fit for purpose' financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Requirements

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Soft Skills

• customer advocacy
• financial advising
• sales expansion
• business procurement

Certifications & Qualifications

• NQF Level 5
• Higher Certificate
• Advanced Certificate
• Occupational Certificate