High Advice Consultant

1 month ago


Johannesburg, South Africa Telebest Full time

Our client has an opportunity available for a High Advice Consultant.

Requirements:

  • Matric or SAQA accredited equivalent- essential.
  • 120 FAIS credits NQF 5 in Wealth Management- essential.
  • RE5 and Class of Business- essential.
  • Relevant Finance degree or diploma would be advantageous.
  • 2+ years Life Insurance experience- essential.
  • 2+ years Call Centre experience would be advantageous.

 

Responsibilities:

  • Set clear objectives for sales calls, tailor standard presentation materials and ask relevant questions to gather information to identify customer’s interest level.
  • Understand and deliver the required individual targets.
  • Develop new customer relationships by communicating with the customers.
  • Develop knowledge and understanding of the organizations policies and procedures and relevant regulatory codes.


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