Relationship Building Professional

6 days ago


Nelspruit, Mpumalanga, South Africa Metropolitan Full time
Role Purpose

The Relationship Building Professional will be responsible for attracting and retaining clients by selling company products to generate new business and providing after-sales service to clients. This individual will engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs.

Responsibilities:
  • Engage with prospective clients to support and guide their decision-making process
  • Sell products in line with client's financial needs by conducting affordability analysis
  • Calculate and advise on tax and legal implications of products and or changes
  • Achieve set targets on production, quality, and conversion
Qualifications:
  • Minimum of 2 years experience in the financial services industry
  • Minimum of 2 years experience in a financial advice rendering role
  • Finance/Business related tertiary qualification (desirable)
  • Matric or equivalent NQF 4 qualification
  • Compliance with FAIS Fit and Proper requirements
  • Computer literacy (essential)
  • Own Car (Drivers License - Compulsory)


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