Financial Services Consultant

2 days ago

Cape Town, Western Cape, South Africa Emporium Human Capital Full time

About the Role:

As a Financial Services Consultant with Emporium Human Capital, you will have the opportunity to champion valued customers in achieving their lifetime goals. Your key responsibilities will include identifying financial needs, providing sound financial advice, and recommending and implementing tailored financial plans and solutions.

You will be responsible for generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management. A strong background in life insurance sales is essential, as well as a proven track record of success in this field.

Benefits and Perks:

  • A competitive salary range of R600 000 - R800 000 per annum, commensurate with experience and qualifications.
  • 100% commission earning structure, allowing you to earn based on your performance.
  • An industry-leading FINANCIAL NEEDS ANALYSIS tool, Agency Franchise Division provides an industry leading, differentiated version of XPLAN including the Goal Development Module.
  • Flexibility in working arrangements, with opportunities to work remotely and manage your time effectively.
  • Ongoing training and support, ensuring you stay up-to-date with the latest industry trends and best practices.
  • Recognition and rewards for outstanding performance, including annual conventions and regional recognition events.

Requirements:

  • Senior Certificate (Matric / Grade 12/ NQF 4)
  • 24 months experience in life insurance sales.
  • Must have a drivers license and own car.
  • Must meet the FAIS Fit and Proper requirements.
  • Regulatory Examination/RE5 essential.
  • Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)
  • Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)

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