Short Term Advisor
2 weeks ago
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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