Financial Services Consultant
1 week ago
The Financial Services Consultant will play a critical role in selling company products to generate new business and provide after-sales service to clients. This individual will attract and retain clients by highlighting the features and benefits of various products based on their financial wellness needs.
Responsibilities:- Engage with prospective clients to support and guide their decision-making process
- Sell products in line with client's financial needs by conducting affordability analysis
- Calculate and advise on tax and legal implications of products and or changes
- Achieve set targets on production, quality, and conversion
- Minimum of 2 years experience in the financial services industry
- Minimum of 2 years experience in a financial advice rendering role
- Finance/Business related tertiary qualification (desirable)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Computer literacy (essential)
- Own Car (Drivers License - Compulsory)
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Financial Services Consultant
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Financial Services Professional
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