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Atlantic Seaboard: Financial Advisor – Sales posted by HARVEST MOON FINANCIAL SERVICES






Date 2024-04-16
Job Title Financial Advisor – Sales
Employer HARVEST MOON FINANCIAL SERVICES
More Information
Salary 0
Category Insurance And Investments
Location Western Cape
/ Atlantic Seaboard

Job Summary

Skills:Client RelationshipInterpersonal CommunicationDetail OrientationComputer literacy

Requirements:

Reliable laptop or Tablet and Cell PhoneValid drivers license and own reliable vehicleCriteria:Grade 12 CompulsoryA clear criminal and credit checkStrong interpersonal and communication skillsGood networking skillsFAIS Accreditation an advantage (RE5, NQF4/5, COB and completed CPD hours)3 years working experience (Preferably in Financial Services Industry)Remuneration on Commission basis onlyEssential Duties and

Responsibilities:

Contacting clients and setting up meetingsConduct reviews of clients financial circumstances and future goalsAnalyzing information and discuss plans best suited to the individuals needsAssisting clients to make informed decisions on productsContinued after sales assistance to the client and Provide exceptional customer servicesDoing product presentations at clients worksitesKeeping up to date with financial products and legislationAchieve sales targets set out by the Insurance Key IndividualEnsure all associated financial services administration is completed effectively to meet the group`s compliance and regulatory requirements
Financial Advisor – Sales position available in Western Cape, Atlantic Seaboard. This job position was posted by HARVEST MOON FINANCIAL SERVICES. The job has been posted as a free ad on 2024-04-16 at 11:29:14 in the Insurance And Investments category

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