Tied Advisor

5 months ago

Durban, South Africa Moladira Skills Full time

**Tied Advisor**

**Role Purpose**
- Engage with prospective clients to understand their financial needs.
- Provide financial advice and recommend Life and Investment products that align with the clients’ financial requirements.
- Accurately record client information, produce records of advice and sales details
- Achieve sales, quality and conversion targets.
- Comply with legislative regulations and adhere to all compliance requirements.

**Requirements**:

- 1-2 Years Experience in a similar role.
- Completed First Level Regulatory Examination. (RE 5)
- Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification.
- Digitally Dexterous
- Fully Mandated (Not Under Supervision) for the following FAIS Subcategories

***

**Completed Class of Business**
- Retail Pension Fund Benefits
- Long-Term Insurance
- Investments

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