Financial Advisor [Limp North]
Financial Services, Insurance
Minimum Requirements
- 2 - 3 years’ Qualifications National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 Duties & Responsibilities INTERNAL PROCESS Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals
- Calculated and advise on tax and legal implications of products and or changes
- Accurately capture client information, relevant actions and sales on the systems
- Accurately complete all administrative and reporting Responsibilities INTERNAL PROCESS Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- Matric or equivalent NQF 4 Duties & Responsibilities
- INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process
- Accurately complete all administrative and reporting Responsibilities
- Accurately complete all administrative and reporting
- in a Sales/ Call Centre environment (essential)
Responsibilities
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals
- Calculated and advise on tax and legal implications of products and or changes
- Accurately capture client information, relevant actions and sales on the systems
- Accurately complete all administrative and reporting Responsibilities INTERNAL PROCESS Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process
- INTERNAL PROCESS
- Accurately complete all administrative and reporting Responsibilities
- Accurately complete all administrative and reporting
