Financial Adviser - Zeerust MMH260601-4

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and by providing after‑sales service to ensure client retention, increase market share and contribute to the overall business objectives and its long‑term viability.

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 or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties and Responsibilities

Internal Process

• Engage with prospective clients to highlight the features and benefits of various products based on their f...