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Financial Advisor
2 weeks ago
Financial Advisors
You must reside in Pretoria
- Matric - Full qualification (NQF 4 with 120 Credits)
- Successfully completed the Class of Business exam/s (if applicable)
- Successfully completed the RE5 exam
- Currently registered with the Financial Sector Conduct Authority as a representative rendering Financial Advice and intermediary services
- Must be computer literate on a basic to intermediary level on Microsoft software
- Must have high initiative and entrepreneurial skills and must be able to work independently
- Own transport, laptop and cell phone is mandatory
- Fluent in English and Afrikaans
1. We are a dynamic, fiercely independent, and fast-growing group of companies in Pretoria East.
2. We have contracts with all the major short-term insurance companies and also some niche providers, enabling you to always compete.
3. We have a new business department which prepares your quotes and comparisons, activates the business, and handles renewals.
4. We also have a servicing department which handles claims, amendments, unpaid premiums, and cancellations.
5. You will have the minimum amount of administration allowing you to be more productive and to increase your income
6. We offer competitive products, unrivalled support, world-class systems, and ongoing training.
7. We also offer access to Life-, Investments-,
Fiduciary-, and Medical Aid experts in FSP’s within our Group of companies which enables you to earn additional income via our referral system and to ring fence your clients
Responsibilities will be, but not limited to:
- Prospecting and closing of new business
- Maintaining of existing business - Establishing and defining a professional relationship with clientele - Analyzing and evaluating current cover - Presenting your comparison and proposal to clientele - The implementation of cover - The monitoring of the cover and servicing as and when required
Salary offered a Basic and Commission
Work Location: In person
Application Deadline: 2025/04/30
