Financial Adviser

Found in: beBee jobs ZA - 7 days ago

Paarl, Western Cape, South Africa Metropolitan Full time
Metropolitan's job vacancy, Career and Recruitment

Job title : Financial Adviser – Boland jobs in Western Cape

Job Location : Western Cape, Paarl

Deadline : May 05, 2024

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Requirements

Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 years' experience for individuals with matric
1-2 years' experience for individuals with undergraduate degree
Strong computer literacy skills
Fluency in English

Duties & Responsibilities
Engage with prospect clients to understand their financial needs.
Sell products that align with the clients' financial requirements.
Accurately record client information and sales details
Achieve targets related to production, quality and conversion.
Comply with legislative regulations and adhere to all compliance requirements.

Competencies
Verbally fluent
Numerical reasoning ability
Be able to plan and manage their time.
Self-reliant
Be resilient
Manage relationships well.
Demonstrate sales behaviors .
Be entrepreneurial

*Accounting / Financial Services jobs in south africa
*Financial Adviser – Boland in Paarl

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