Financial Adviser - Thohoyandou MMH240606-4

Metropolitan

Thohoyandou

Role PurposeAttract, 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.Requirements2 years’ experience in a sales and/or customer service role2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver’s license and own transport (desirable)Duties and ResponsibilitiesINTERNAL PROCESSEngage 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 affordability analysis in order to... More Detail

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