Job title : Financial Adviser – Boland
Job Location : Western Cape, Paarl
Deadline : August 04, 2024
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Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Sales / Retail / Business Development jobs
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