Financial Advisor

Recruiter:

Jordan HR

Job Ref:

JHB005082/SC

Date posted:

Thursday, April 8, 2021

Location:

Johannesburg, South Africa

Salary:

Negotiable Monthly

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.

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