Intermediary Financial Consultant

Updated: April 24, 2024 05:28 AM GMT

Code Red Recruitment

Hermanus

Location: Hermanus, Western Cape

Remuneration: R200k – R470k per annum (dependent on qualifications and experience)

Industry: Financial Immigration Services

Reports to: Head of Advisory Services

The Role

The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle of services required to meet their specific needs. It also works closely and collaboratively with Customer Services team members to ensure customer expectations and the company’s revenue targets are met.

Key Requirements

It is recommended that the candidate possess any combination of the following:
• Tertiary qualification, i.e., Certificate/ Diploma or Degree.
• Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
• FAIS Regulatory Exam... More Detail