Financial Advisor Limpopo North

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

• 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualifications
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties & Responsibilities

Internal Process

• Engage with prospective clients to highlight the features and benefits of various products...