Commercial Financial Advisor
3 days ago
**Job Number**
- 68934
**Job Type**
- Permanent
**Job Title**
- Commercial Financial Advisor
**Computer Skills**
- MS Office
**Industry**
- Financial Services
**City**
- Cape Town
**Province**
- Western Cape
- Identify key customers to target and ensure strong relationships are fostered.
- Contacting potential clients and creating a rapport by networking, following up on leads etc.
- Appraising the demands of healthcare and corporate professionals and advising them on suitable protection plans.
- Client portfolio management
- Adhere to compliance processes pertaining to new business
- Face to Face meetings with Potential clients
- Meet performance and sales targets
- Overseeing general admin duties pertaining to new business, endorsements, and claims.
- A financial advisor assistant will be provided.
- Product knowledge & product specific training
- CPD Accreditation
- Stay fit & proper to render financial services**Inherent Requirements**
**Qualifications**:
- Grade 12 (Essential)
- Class of Business Qualification for Personal and Commercial lines (Essential)
- Recognised NQF Level 5 qualification (Essential)
- More than 8 years’ experience in advisory/broker role (Essential)
**Experience required**:
- More than 8 year’s experience in advisory/broker role; no longer under supervision and fully fit and proper (RE5, Class of Business for Commercial & Personal Lines, Recognized qualification as set out by the FSCA
- High performance financial advisor, who has experience in selling insurance policies.
- Experience working as insurance agent or insurance broker is non-negotiable
**What Qualification**
- Business Administration
**Minimum Qualification**
- N5
**Status**
- Available
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