Business Development Finance Specialist

3 days ago


Kempton Park, Gauteng, South Africa Communicate Recruitment Full time
Job Overview

We are seeking a highly skilled Credit Manager to join our team at Communicate Recruitment.

About the Role

This exciting opportunity will see you providing risk and investment advice to clients, ensuring compliance with FAIS requirements and FirstRand's Product Matrix and Advice Philosophy.

Key Responsibilities
  • Engage with prospective clients to understand their financial needs, offering tailored advice and recommending FNB Life and Investment products that meet their requirements.
  • Achieve sales, quality, and conversation targets while maintaining accurate records of client information and sales details.
  • Comply with legislative regulations and adhere to all compliance requirements, ensuring a high level of professionalism in your work.
Requirements
  • Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or higher.
  • Completed First Level Regulatory Examination.
  • Fully Mandated (Not Under Supervision) for the following FAIS Subcategories: Long-Term Insurance Subcategory B1, Long-Term Insurance Subcategory C, Retail Pension Benefits, Participatory interest in a CIS, Long-Term Deposits, Short-Term Deposits, Long-Term Insurance Subcategory B2, Long-Term Insurance Subcategory B1-A.
Working Environment
  • Opportunities to network and collaborate with a diverse group of professionals.
  • A challenging working environment that fosters growth and innovation.
  • Access to ongoing training and development opportunities.
What We Offer
  • A competitive remuneration package that reflects your skills and experience.
  • Ongoing support and guidance from experienced colleagues.
  • The opportunity to be part of a dynamic team that is shaping the future of the finance industry.


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