Tied Advisor ( Middleburg)

Witbank, Mpumalanga, South Africa
Moladira Skills
14 Current Jobs Openings
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Job Description


Tied AdvisorRole Purpose

  • Engage with prospective clients to understand their financial needs.
  • Provide financial advice and recommend Life and Investment products that align with the clients financial requirements.
  • Accurately record client information, produce records of advice and sales details
  • Achieve sales, quality and conversion targets.
  • Comply with legislative regulations and adhere to all compliance requirements.
Requirements:
  • 1-2 Years Experience in a similar role.
  • Completed First Level Regulatory Examination. (RE 5)
  • Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification.
  • Digitally Dexterous
  • Fully Mandated (Not Under Supervision) for the following FAIS Subcategories
Completed Class of Business * Retail Pension Fund Benefits
  • Long-Term Insurance
  • Investments

Moladira Skills

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Job Detail

  • Job Id
    JD1339609
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    R10000 per month
  • Employment Status
    Permanent
  • Job Location
    Witbank, Mpumalanga, South Africa
  • Education
    Not mentioned
 
 
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