Financial Advisor - Cape Interior MMH251031-10

MetropolitanMossel Bay, Western Cape, South Africa

3 days ago

Job description

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

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 (preferred)
Strong computer literacy skills
Fluency in English

Duties and Responsibilities

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.

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

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Financial Advisor • Mossel Bay, Western Cape, South Africa