Financial Advisor

SUMMARY:
Financial Representative (

POSITION INFO:

Responsibilities:

 Identifying the financial needs of clients and / or leads and provide recommendations and advice;

• Converting provided leads into sales;
• Identifying new business opportunities;
• Attracting new clients through various methods of prospecting, including cold calling;
• Develop and implement the company’s sales strategy;
• Reviewing clients complete financial portfolio and identifying cross selling opportunities;
• Achieve medical sales targets;
• Manage client profile;
• Attend to clients’ annual reviews;
• Client retention and continuous service;
• Submit weekly production reports.

Qualifications, Experience, and Skills Required

 Regulatory Exams (RE5): non-negotiable;

• Minimum Grade 12 (NQF5 or similar qualification would be beneficial);
• Minimum 2-3 years’ work experience; previous sales experience in the financial / medical scheme’s industry;
• Excellent interpersonal skills;
• Outgoing, professional and presentable;
• Motivated, independent and energetic;
• Driver’s License and own reliable vehicle – non-negotiable;

Fit & Proper to be registered on the FSCA Representative Register

NB! This job is now closed. You can apply for other jobs by uploading your CV.