Financial Advisor

2 weeks ago


Cape Town, South Africa Legacy Wealth Management - SureX Insurance Full time

Financial Advisor / Team Leader (Western Cape) Company: SureX (Cape Town and surrounds) Purpose of position: Be part of a team of Financial Advisors to generate and close sales in Government/Stop Order (Persal) markets. Responsibilities Managing and building a team of financial advisors Recruiting team members Selling long‑term insurance policies Conducting financial needs analyses to understand customer requirements Meeting set KPI’s Going the “extra mile” to meet sales targets and to obtain referral sales Requirements Own transport (vehicle) Matric certificate (essential) FAIS accreditation (if needed) Laptop/Tablet Previous sales experience in Insurance sector (advantageous) Ability to work in a high‑stress environment Skills and Attributes Excellent communication skills (verbal and written) Multilingual (advantageous) Strong interpersonal skills Ability to present products or services in‑person or telephonically Excellent negotiation, objection and conflict handling skills Remuneration This is a 100% commission position – it outperforms market rates and you will earn commissions on your team’s performance, with an overrider of up to 5%. Contact If you feel that you are up for the challenge, please send your CV to #J-18808-Ljbffr


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