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Intermediary Services Specialist

1 week ago

Port Elizabeth, Eastern Cape, South Africa Recruitment & Selection Full time

As a Financial Services Professional at Recruitment & Selection, you will play a critical role in providing high-quality financial advice to our clients. With a strong focus on sales and estate planning, this role requires a deep understanding of the client's complex financial needs and the ability to develop tailored solutions to address their goals.

About the Job:

  • This is an excellent opportunity to work with a leading organization in the financial services sector
  • You will have the chance to develop your skills and expertise in sales and estate planning, working with a diverse range of clients and products
  • Our company offers a supportive and collaborative work environment, with opportunities for professional development and career advancement

Requirements:

  • NQF level 7 qualification (Advanced Diploma or Degree) or equivalent
  • Minimum 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories
  • Strong understanding of long-term insurance products and the bank's offerings