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Pietermaritzburg

    Tied Advisor - Pietermaritzburg, South Africa - Moladira Skills

    Moladira Skills
    Moladira Skills Pietermaritzburg, South Africa

    5 days ago

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    Contract
    Description

    Tied Advisor

    Role Purpose

    • Engage with prospective clients to understand their financial needs.
    • Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements.
    • Accurately record client information, produce records of advice and sales details
    • Achieve sales, quality and conversion targets.
    • Comply with legislative regulations and adhere to all compliance requirements.

    Requirements:

    • 1-2 Years Experience in a similar role.
    • Completed First Level Regulatory Examination. (RE 5)
    • Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification.
    • Digitally Dexterous
    • Fully Mandated (Not Under Supervision) for the following FAIS Subcategories

    Completed Class of Business

    1. Retail Pension Fund Benefits
    2. Long-Term Insurance
    3. Investments
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