Job Description
Let's Write Africa's Story Together!
About the Role
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions.
Responsibilities
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months financial industry experience
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clearance
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service,...