Key Purpose
This is a Commission only position. Provide new and existing clients with professional and relevant financial advice and products that are suited to their needs and requirements. Consolidate existing products in the best interest of the Client. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Knowledge and Skills
- Provide guidance to clients and offer sound advice
- Present information to clients in a professional and clear way
- Speak with confidence and always communicate professionally
- Possess good analytical skills to help solve challenges that the clients might have
- Enjoy and be comfortable engaging face-to-face with Clients
- Build relationships and nurture them over time
- Resilience and being self-motivated, with an internal drive to achieve limitless results.
Job Type: Full-time
Application Question(s):
- Do you have a Wealth Management NQF 5 Certificate?
- Do you have RE 5?
Education:
- High School (matric) (Required)
Experience:
- selling funeral products: 1 year (Preferred)
Work Location: In person
