Independent Financial Advisor
Boardroom Appointments
Woodmead, South Africa
6d ago
source : Executive Placements

Education and Minimum Requirements

  • Regulatory Exams (RE5) : Non-negotiable
  • Minimum Grade 12 (NQF 5 or similar qualification will be beneficial)
  • Drivers license and own reliable vehicle : Non-negotiable
  • Competencies

  • Minimum 2 3 years work experience, previous sales experience in the financial services / medical schemes industry
  • Computer literate especially pertaining to PowerPoint and Excel
  • Excellent Interpersonal skills
  • Outgoing, professional, and presentable
  • Motivated, independent and energetic
  • Fit and proper to be registered on the FSCA Representative Register
  • Responsibilities

  • Identify the financial needs of clients and / or leads and providing recommendations and advice, with a particular focus on corporate clients
  • Travelling extensively between cities and provinces
  • Converting provided leads into sales
  • Identifying new business opportunities
  • Attracting new clients through various methods of prospecting, including cold calling
  • Develop and implement the companys sales strategy
  • Reviewing clients complete financial portfolio and identifying cross- selling opportunities
  • Achieve Medical Aid sales target
  • Manage client profiles
  • Attend to client annual reviews
  • Client retention and continuous service
  • Submit weekly production reports
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