Financial Services Consultant
3 weeks ago
About the Role:
The Senior Financial Advisor will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice. This involves recommending and implementing fit-for-purpose financial plans and solutions, as well as generating leads through networking and relationship building. The ideal candidate will have experience in the life insurance industry and the potential to receive 100% commission.
Key Responsibilities:
- Identify and understand customers' financial needs and provide tailored advice
- Recommend and implement financial plans and solutions
- Generate leads through networking and relationship building
- Manage ongoing customer relationships
Requirements:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months experience in life insurance sales
- Must have a driver's license and own car
- Must meet the FAIS Fit and Proper requirements
- Regulatory Examination/RE5 essential
- Completed FSB recognised qualification
- Class of Business (COB)
About Us:
Afro Miaki Group PTY is a leading financial services company dedicated to providing innovative solutions to our customers. We are committed to excellence and strive to build long-term relationships with our clients.
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