Financial Advisor

To submit your application, please apply here

Purpose:

To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients

And a rewarding service experience and appropriate risk solutions.

Location:

Johannesburg

Employment Type:

Permanent

• 3 - 7 years
• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

• 7 years of 10 in the short term commercial account sales and servicing experience in brokerage; corporate experience is an advantage;
• 3 years in a management or supervisory capacity (Proven Track record)

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE:
  Representatives
• Own vehicle and drivers' license

• Matric;
• Level 4 FETC Short Term Insurance Qualification;
• Post matric qualification is an advantage (BComm Risk/Accounting, BBA)

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge (underwriting)

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(A) 61 Central Street, Houghton Estate, 2198

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