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Financial Advisor (Queenstown, Cradock, Aliwal North, East London, Butterworth, KWT)
MetropolitanZA17 days ago
Job descriptionAttract, 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 longterm viability. Matric or equivalent NQF 4 qualification 1-2 years’ experience in a sales and / or customer service role 1-2 years’ experience in the insurance and / or financial services industry rendering financial advice (advantageous) Compliance with FAIS Fit and Proper requirements Finance or Business related tertiary qualification (desirable) Driver’s license and own transport (desirable Engage with prospect clients to understand their financial needs. Sell products that align with the clients’ financial requirements. Accurately record client information and sales details Achieve targets related to production, quality and conversion. Comply with legislative regulations and adhere to all compliance requirements. Verbally fluent Numerical reasoning ability Be able to plan and manage their time. Self-reliant Be resilient (drive, determination, risk tolerance, bounce back after setbacks) Manage relationships well. Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent). Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy) Sales / Retail / Business Development jobs
Job title : Financial Advisor (Queenstown, Cradock, Aliwal North, East London, Butterworth, KWT)
Job Location : Eastern Cape,
Deadline : September 30, 2025
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Deadline : 25th September,2025
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Financial Advisor • ZA
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