Financial Consultant

2 weeks ago


Cape Town, Western Cape, South Africa NCRCP 1332 and Iemas Insurance Brokers Pty Full time

At NCRCP 1332 and Iemas Insurance Brokers Pty, we are seeking a talented Financial Consultant to join our team. As a key member of our finance division, you will play a crucial role in shaping the financial futures of our clients.

Key Responsibilities:
  • Sell life assurance and funeral policies to clients
  • Conduct thorough needs analysis for each client
  • Follow up on leads to ensure successful sales
  • Provide exceptional service to new and existing members
  • Ensure quality control of new business initiatives
Requirements:
  • MATRIC/Grade 12 qualification
  • FAIS credits on NQF level 4 as per FSCA legislative requirements
  • RE5 certification as per FSCA legislative requirements
  • 1 year of proven sales experience in the financial services industry
  • Sales/Retail/Business Development experience
Work Environment:

This is an entry-level position that requires full-time commitment. The ideal candidate will be part of our finance and sales team, contributing to the growth and success of our organization.



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