Financial Advisor
1 week ago
At Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation.
**Key Duties, but not limited to**:
- Ensure all clients have a good understanding of Credit Life, Funeral Cover, and Life Cover
- Financial services provided should be in the best interest of the client and the business
- Provide exceptional customer services
- Achieve sales targets set out by the Insurance Key Individual
- Remain compliant on all sales, non-sales and query-related calls
- Ensure all associated financial services administration is completed effectively to meet the group's compliance and regulatory requirements
**Requirements**:
- Matric Certificate
- Regulatory Examination RE5
- Recognised FSCA qualification
- 2 - 5 years of experience working in the Financial Service Industry as a Financial Advisor (Credit Life, Funeral Cover, and Life Cover)
- Knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Proven sales track record as a Financial Advisor
- Strong knowledge of the Debt Review industry
**Salary**: From R7,000.00 per month
Application Question(s):
- Are you based in Cape Town
- Are you a South African citizen
- Do you have a qualification in Finance, Accounting or Wealth Management? Please specify
- Do you have an RE5 certificate
- Have you previously sold insurance
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