Senior Financial Service Specialist
1 week ago
At Christo & Associates, we are looking for an experienced Senior Financial Service Specialist to join our team. This role is ideal for individuals with a strong background in insurance sales and existing client servicing experience. If you have what it takes to excel in this position, please read on.
About the RoleWe are seeking an enthusiastic professional with at least 2 years of experience in insurance sales, bank sales, and existing client servicing. The ideal candidate will be responsible for providing exceptional financial services to our clients, building strong relationships, and driving business growth.
Responsibilities- Provide expert financial advice to clients, helping them make informed decisions about their financial future.
- Build and maintain strong relationships with existing clients, identifying new business opportunities and increasing revenue.
- Work closely with the sales team to develop and implement effective strategies to drive business growth.
- Stay up-to-date with industry trends and developments, ensuring that our clients receive the best possible service.
To be successful in this role, you will need:
- A minimum of 2 years of experience in insurance sales and existing client servicing.
- NQF Level 5 qualification.
- RE exam passed.
We offer a competitive basic salary, negotiable based on experience. Additionally, you will be eligible for a commission structure tied to your basic salary amount. This means that your earning potential will be directly linked to your performance and contributions to the company.
Please note that having existing Discovery advisor experience is highly preferred.
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