Financial Services Specialist
2 weeks ago
We are seeking a highly skilled Financial Services Specialist to join our team at Numeral XII (Pty) Ltd. As a key member of our sales team, you will be responsible for selling and marketing our financial products to the public, building and maintaining relationships with clients, and identifying new business opportunities.
Key Responsibilities- Responsible for reaching sales targets and meeting performance expectations;
- Selling and marketing financial products to the public, including life insurance, investments, and wealth management solutions;
- Building and maintaining relationships with clients to ensure high levels of customer satisfaction and retention;
- Identifying new business opportunities and developing strategies to capitalize on them;
- Providing financial needs analysis to assess the needs of clients and recommend suitable financial products;
- Managing client portfolios and providing ongoing support and guidance to ensure clients' financial goals are met;
- Staying up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
- Matric/Grade 12 or SAQA Accredited Equivalent;
- 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred;
- 2 or more years' experience as a Financial Advisor within the financial services industry, life and investment essential;
- RE 5 certificate;
- Proven sales track record.
- 100% commission earned;
- Bridging Finance offered to give our advisors a kick start;
- No admin or desk fees;
- An option of bi-monthly and/or monthly commission;
- Admin assistance and back-office support;
- P-Grade office space and meeting rooms;
- Ongoing marketing campaigns & continuous lead provision;
- Paperless onboarding solutions;
- Electronic KYC process;
- Electronic signature (OTP).
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