Financial Advisor with Re5

17 hours ago

Cape Town, South Africa National Debt Advisors Full time

Company Description

Assured Life, a newly-licensed Financial Service Provider set in the heart of Cape Town, requires a Financial Advisor with Sales experience in the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.

Join them today and take advantage of professional growth opportunities on offer in an environment of fun and energetic people

Job Description

**REQUIREMENTS**:

- Matric Qualification
- Regulatory Examination RE 5 - Essential
- FSCA recognised qualification - NQFL5
- Class of Business (Long Term & Short Term) Preferred
- Minimum of 2 - 5 years’ experience working in the Financial Service Industry as a Financial Advisor (Credit Life, Funeral Cover, and Life Cover)
- Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Proven sales track record as a Financial Advisor
- History of building strong relationships

DUTIES INCLUDE:

- Ensuring all clients have a good understanding of Credit Life, Funeral Cover, and Life Cover
- Making sure that the financial services provided is in the best interest of the client and the business
- To ensure all associated financial services administration is completed in an effective manner to meet the group's compliance and regulatory requirements
- Providing exceptional customer services in the insurance department
- Achieving sales targets set out by the Insurance Key Individual
- Remaining compliant on all sales, non-sales and query-related calls

COMPETENCIES REQUIRED
- Verbally fluent
- Manage relationships well
- Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
- Should be systematic, logical and highly organized

National Debt Advisors is an Equal Opportunity employer. We are committed to fairness, diversity and providing equal opportunity in the workplace.

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