Financial Adviser - Peninsula (Bellville)
Financial Services, Insurance
About this role
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.
Minimum Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ Experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial Responsibilities Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial
- for individuals with undergraduate degree
Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial Responsibilities Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial
