Commissioned Financial Adviser

Responsibilities

• Champion our valued customers to achieve their lifetime goals by identifying financial needs
• Provide sound financial advice
• Recommend and implement fit for purpose financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers

Requirements

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

Soft Skills

• customer advocacy
• financial advising
• sales expansion
• needs identification
• solution implementation

Certifications & Qualifications

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