Job Specification - Testamentary Agent
? Innovative is a leading financial service provider in South Africa that serves individuals,
businesses and institutional clients.
? We need people who are goal orientated and have a strong desire to make a success of their
lives.
? We strive to create an environment where motivated people with a positive mindset and
attitude can really make a difference in their own lives and others.
? We are looking for individuals who are hard- working, ambitious and career driven with
effective marking skills: Sales and customer orientated to become Financial Advisors / Sales
consultants for Innovative.
? To prospect for new clients and market products.
? To give objective and professional financial advice to clients' needs pertaining to investing
and Long-term Insurance (Risk)
? To conduct a professional Financial Needs Analysis and make needs-based
recommendations.
? To achieve sales targets.
? To build relationships with clients.
? Full training will be provided.
? Leads will also be provided
? Lucrative commission structure.
? Petrol Card top up monthly R5,200
Requirements
? South African (with SA ID)
? Matric Certificate
? Clear credit and criminal record
? 1-2 years sales experience.
? Own Car and driver's license
If interested in the above role, please email your C.V to karuna@capitallegacy.co.za
Job Type: Full-time
Work Location: In person
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