Tied Advisor ( Middleburg)
Witbank, Mpumalanga, South Africa
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 clientsxe2x80x99 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.
- 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
- Long-Term Insurance
- Investments
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Job Detail
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Job IdJD1339609
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R10000 per month
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Employment StatusPermanent
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Job LocationWitbank, Mpumalanga, South Africa
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EducationNot mentioned