Financial Adviser-Ekurhuleni MMH250603-18

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.

Requirements

• Matric/ N4 Equivalent
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services
• 5 years’ sales experience for individuals with Matric
• 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English
  
  

Duties and Responsibilities

• Engage with prospective clients to understand their financial
• Sell products that align with the clients’ financial
• Accurately record client information and sales details
• Achieve targets related to production, quality and
• Comply with legislative regulations and adhere to all compliance
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-227383768