Financial Advisor

1 week ago


Cape Town, Western Cape, South Africa Assured Life Full time
We require financial advisors with RE5 accreditation, sales experience within the Insurance industry.

The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.


Key Duties, but not limited to:

  • Ensure all clients have a good understanding of Credit Life, Funeral Cover, Life Cover and short term insurance
  • Financial services provided should be in the best interest of the client and the business
  • Provide exceptional customer services
  • Achieve sales targets set out by the Insurance Key Individual
  • Remain compliant on all sales, nonsales and queryrelated calls
  • Ensure all associated financial services administration is completed effectively to meet the group's compliance and regulatory requirements

Requirements:

  • Matric Certificate


Regulatory Examination RE
  • FAIS Fit and Proper Financial Advisor
years of experience working in the Financial Service Industry as a Financial Advisor

  • Knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Proven sales track record as a Financial Advisor

Salary:
From R7,000.00 per month

Application Question(s):

  • Are you based in Cape Town
  • Are you a South African Citizen
  • Do you have an RE5 certificate
  • Have you previously sold insurance
  • Are you currently employed

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