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Financial Advisor - KZN South MMH250610-3

Financial Advisor - KZN South MMH250610-3

MetropolitanPort Shepstone, KwaZulu-Natal, South Africa
30+ 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.
  • 5 years’ experience for individuals with matric
  • 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.

    • Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

    • Industries

  • Insurance

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    Financial Advisor • Port Shepstone, KwaZulu-Natal, South Africa