Job Description
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and by providing after‑sales service to ensure client retention, increase market share and contribute to the overall business objectives and its long‑term viability.
Requirements 2‑3 years experience in a Sales/Call Centre environment (essential) 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous) Matric or equivalent NQF 4 qualification National Senior Certificate in Finance/Business Management or equivalent relevant qualification FAIS Compliance Requirements Regulatory examination (RE) 5 Driver’s license and own transport (desirable) Duties and Responsibilities Internal Process Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision‑making process. Sell products in line with client’s financial ne...