Financial Adviser - Soweto/ West rand MMH260601-7

Financial Adviser - Soweto/ West rand MMH260601-7 Finance Metropolitan Rand West City , South Africa Until 2026/08/10 Full time On-site Job description Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Expérience

• 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 Requirements Regulatory examination (RE) 5 Driver’s license and own transport (desirable)

Responsabilités

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.

Formation / Diplômes

Accurately capture client information, relevant actions and sales on the systems. Accurately complete all administrative and reporting requirements within agreed timeframes. Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements. Provide financial advice in line with the engagement strategy to enhance client’s financial wellness. As an applicant, please verify the legitimacy of this job advert on our company career page.- [Click the Apply button below to see the contact details] Free. No credit card required. Keywords adaptive-project-management-and-reporting call-center career-page compliance ecology-environment environment-health-and-safety-hsse financial-advisors financial-services financial-wellness health-promotion-recreation-wellness-benefits job-posting market-share objectives-and-key-results rendering reporting-and-disclosure sales-cycle sales-process testing-and-analysis Interested in this role? Sign up to continue Free. No credit card required.