Financial Services Specialist
7 days ago
This position involves attracting, acquiring, and retaining clients by providing risk insurance solutions tailored to their financial wellness needs. If you are a sales professional eager to grow your career, this could be the perfect opportunity for you.
Main Objectives- To design and deliver risk insurance solutions that meet the financial wellness needs of clients.
- To engage with prospective clients to promote our risk products.
- To conduct client interactions via telephone and digital platforms to ensure seamless engagement.
- To educate clients on the tax and legal implications of our products.
- Matric (required)
- FAIS-compliant qualifications (preferably RE5 and COB3)
- 3 year diploma or degree in Financial Planning, Business, Finance or Economics (Minimum NQF Level 5 qualification in Financial Planning, Business, Finance, or Economics)
- Excellent communication and interpersonal skills.
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