Financial AdvisorBethlehem MMH231003-18

Updated: April 15, 2024 04:39 PM GMT

Metropolitan

Bethlehem

Role Purpose

Attract, acquire, and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

2 years’ experience in a sale and/or customer service role

2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)

Matric or equivalent NQF 4 qualification

Compliance with FAIS Fit and Proper requirements

Finance or Business related tertiary qualification (desirable)

Driver’s license and own transport (desirable)

Duties and Responsibilities

INTERNAL PROCESS

Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.

Sell products in line with client’s financial needs by conducting... More Detail