Financial Solutions Specialist

3 weeks ago


Cape Town, Western Cape, South Africa Micah Govender Developments Full time

About the Role:

We are seeking a highly skilled Financial Solutions Specialist to join our team at Micah Govender Developments. As a key player in our organization, you will play a crucial role in providing our clients with a comprehensive range of financial service solutions to facilitate their long-term wealth creation and protection.

Key Responsibilities:

• Establish long-term relationships with clients
• Financial planning for clients
• Identify client needs and offer suitable financial solutions
• Provide excellent service orientation and frequent contact with clients

Requirements:

• Matric or NQF4 equivalent certification (Essential)
• Tertiary Certificate and or Degree (Essential)
• Financial qualification and or RE5 accredited
• Drivers license with own vehicle (Essential)
• Sales Experience and Skills (Essential)
• At least 1 year experience in long-term insurance or at least 3 years experience in short-term insurance



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