Financial Services Specialist

7 days ago


Centurion, Gauteng, South Africa HuntWave Technologies Full time
About the Role

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.
Essential Skills
  1. Matric (required)
  2. FAIS-compliant qualifications (preferably RE5 and COB3)
  3. 3 year diploma or degree in Financial Planning, Business, Finance or Economics (Minimum NQF Level 5 qualification in Financial Planning, Business, Finance, or Economics)
  4. Excellent communication and interpersonal skills.


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