Financial Adviser - Mafikeng
Financial Services, Insurance
Minimum Requirements
- 2 - 3 years 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 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Duties & Responsibilities INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order 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
- Accurately complete all administrative and reporting
- in a Sales/ Call Centre environment (essential)
Responsibilities
- INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order 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
- Accurately complete all administrative and reporting
