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Financial Advisors

3 months ago

Cape Town, Western Cape, South Africa RMV Solutions Pty Ltd Full time

Job description

  • Our client requires 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 groups compliance and regulatory requirements
    Requirements:


Matric Certificate
  • NQF Level 5 FAIS/FSCA recognised qualification
  • Regulatory Examination RE5
  • FAIS Fit and Proper Financial Advisor years of experience working in the Financial Service Industry as a Financial Advisor
  • Proven sales track record as a Financial Advisor
    Benefits:
Join our team and you will benefit from our.

  • Training and development opportunities
  • Growth opportunities
  • Daily, weekly & monthly rewards & Recognition
  • Cash incentives
  • Quarterly bonus rewards
  • Pension funds benefits
  • Maternity benefits
  • Birthday vouchers
  • Onsite canteen with wholesome meals or more