Short Term Advisor

2 weeks ago


Cape Town, South Africa Staffing 101 Full time

Matric

Full qualification (NQF 4 with 120 Credits)

Successfully completed the Class of Business exam/s (If applicable)

Successfully completed the RE5 exam

Currently registered with the Financial Sector Conduct

Authority as a representative rendering Financial Advice and intermediary services

Must be computer literate on a basic to intermediary level on Microsoft software

Must have high initiative and entrepreneurial skills and must be able to work independently

Own transport, laptop and cell phone are mandatory

Fluent in English and Afrikaans

**Responsibilities will be, but not limited to**:
Prospecting and closing of new business

Maintaining of existing business

Establishing and defining a professional relationship with clientele

Analyzing and evaluating current cover

Presenting your comparison and proposal to clientele

The implementation of cover

The monitoring of the cover and servicing as and when required



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