Advancing financial adviser

Qualifications and Experience Minimum of Matric or equivalent Minimum 12 months’ financial services experience as a Financial Adviser Minimum of Long‑term Insurance Class of Business completion Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA‑approved qualification will be advantageous Other Requirements Valid driver’s licence and own car Clear criminal and credit check Skills Consultative Selling Customer Feedback Management Customer-Focused Customer Service Customer Understanding Evaluating Information Identifying Customer Needs Identifying Sales Opportunities Oral Communications Probing Questions Qualifying Prospects Sales Data Management Sales Software Strategic Selling Strengthening Customer Relationships Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education Matriculation Certificate...