Financial Advisor - Pretoria, South Africa - Select One

Select One
Select One
Verified Company
Pretoria, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Duties include but will not be limited to:

  • Reaching target
  • Selling and marketing products to the public
  • Cold calling clients to obtain business and leads
  • Gathering information and documentation needed to request quotations and fulfil compliance standards
  • Perform financial needs analysis to assess the needs of the client, before a product is presented
  • Make sure all compliance documentation is complete and has been discussed with / approved by the client, prior to the policy being activated
  • Daily feedback on leads provided, by capturing same on the system
  • Develop and maintain a personal network and represent the organisation at relevant industry events
  • Source leads and referrals
  • Rerouting of client to underwriting and/or claims department when required
  • Identify sales opportunities while promoting the organisation and enhancing its reputation

Requirements:


  • Matric/Grade 12 or SAQA Accredited Equivalent Essential
  • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred
  • 2 or more years experience as a Financial Advisor selling medical scheme products
  • RE 5 certificate
  • CMS certified
  • Proven sales track record
  • Travel to clients
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