Job Description
Job Overview
We’re looking for a confident, motivated individual with an entrepreneurial mindset to provide financial solutions to clients and support business growth. You’ll assess client needs and recommend suitable products.
Key Responsibilities
- Build and maintain strong client relationships
- Identify business growth opportunities
- Ensure compliance with all policies and regulations
- Review client portfolios and provide ongoing advice
- Stay updated on products and industry trends
- Report on activities and progress
Requirements
- Grade 12 or NQFL4 Certificate
- FAIS-recognized qualification (within 6 years of DOFA)
- Own laptop or tablet
Skills & Experience
- Knowledge of financial products and market trends
- Strong communication and customer service skills
- Presentation skills
- Insurance Sales expe...