Senior Financial Services Professional
4 days ago
We are seeking a highly motivated and skilled Senior Financial Services Professional to join our team in Nelspruit. In this role, you will be responsible for providing sound financial advice and a high level of client service in a Branch context.
The ideal candidate will have 1-year experience in a sales or marketing capacity and a strong understanding of insurance products. You will also have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.
Key Responsibilities:
- Provide financial advice and services to clients
- Develop and implement sales strategies to increase market share
- Build and maintain relationships with clients and colleagues
- Conduct due diligence on clients to identify and flag risks
- Manage own capacity to ensure daily appointments are prioritized
Requirements:
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements
- Class of Business training (to be completed within 12-months of employment)
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