Job description
The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor with an RE5 accreditation.
Key Duties, but not limited to:
- Ensure all clients have a good understanding of Credit Life, Funeral Cover, and Life Cover
- Financial services provided should be in the best interest of the client and the business
- Provide exceptional customer services
- Achieve sales targets set out by the Insurance Key Individual
- Remain compliant on all sales, non-sales and query-related calls
- Ensure all associated financial services administration is completed effectively to meet the group’s compliance and regulatory requirements
Requirements:
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- Matric Certificate
- RegulatRegulatory Examination RE5
- NQF Level 5 FAIS/FSCA recognized qualification
- 2-5 years experience working in the Financial Services Industry
- Class of Business
Job Type: Full-time
Application Question(s):
- Are you based in Cape Town?
- Are you a South African citizen?
- Do you have a qualification in Finance? Accounting or Wealth Management? Please specify
- Do you have an RE5 certificate
- Have you previously sold insurance
Source: https://za.indeed.com/jobs?q=&l=south+africa&fromage=1&start=10&pp=gQAPAAABiGMlqoIAAAACBOZVYAAmAQARe2Zs7aUWa-IICHNjp1vbbddo6EBMD0wcbJhsO8U3pac_wQoAAA&vjk=5bbe4888eb5a351a
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