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Port Elizabeth: Financial Advisor for personal and commercial lines

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Job Description

About the Role

We are seeking a skilled Financial Advisor to join our team in Port Elizabeth, responsible for prospecting personal and commercial lines, conducting comprehensive needs analyses, and maintaining a healthy income-generating pipeline.

Key Responsibilities

  • Source sufficient lead generating opportunities
  • Conduct face-to-face sales with prospective clients
  • Maintain and update Lead Generation Matrix on a weekly basis
  • Perform comprehensive needs analysis to discharge advice responsibility
  • Meet business expectations on agreed key performance areas
  • Stay up-to-date on product comparisons with opposition products
  • Be proficient in Client product and stay abreast of product changes and enhancements
  • Ensure compliance with all activities in accordance with regulations and standards
  • Maintain and develop appropriate skills and knowledge for specialist, professional advice
  • Adhere to required dress code and professional appearance
  • Meet Fit and proper requirements as prescribed by the FAIS codes of conduct

Requirements

  • Matric/Grade 12
  • FAIS Credits 120 (RE5)
  • 12 CPD points if registered for 1 line of business
  • 18 CPD points if registered for both commercial and personal lines
  • Minimum of 2-3 years’ experience in selling short term insurance (commercial and personal lines) as a broker agent or tied agent
  • Face-to-face sales only

Qualifications

  • All required regulatory exams and accreditation

Salary & Benefits

Not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Sales Jobs in Nelson Mandela Bay

In Nelson Mandela Bay, South Africa, the sales industry is generally thriving, with a strong demand for skilled professionals to drive revenue growth and expand customer bases. Typically, companies in various sectors such as retail, manufacturing, and technology are looking to hire sales representatives to build relationships, identify new business opportunities, and drive sales targets.

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When it comes to salary expectations, it’s common for entry-level sales positions to offer a broad range of R200 000 to R400 000 per annum, depending on the company size, industry sector, and individual experience. However, salaries can vary significantly based on factors such as performance, sales volume, and level of seniority. Generally, experienced sales professionals in Nelson Mandela Bay can expect to earn between R500 000 and R1 million per annum, although this range may be affected by individual circumstances.

Common skills required for sales roles in Nelson Mandela Bay typically include strong communication and interpersonal skills, the ability to build relationships, product knowledge, negotiation, and problem-solving abilities. Additionally, many companies place a strong emphasis on technical skills such as CRM software proficiency, data analysis, and market research skills. Other valuable skills may include adaptability, resilience, and a willingness to continuously learn and develop new sales strategies.

The retail and technology industries are among the most common sectors that employ sales professionals in Nelson Mandela Bay, with other areas such as financial services, manufacturing, and pharmaceuticals also having a significant presence. In these industries, sales representatives play a crucial role in driving revenue growth, identifying new business opportunities, and expanding customer bases.

For those looking to launch or advance their careers in sales, common progression paths include taking on additional responsibilities, such as managing teams or leading sales initiatives. Many companies also offer training programs and development opportunities to help employees build their skills and expertise. With a strong work ethic, a willingness to learn, and a focus on delivering excellent customer service, individuals with the right skills and attitude can enjoy successful and rewarding careers in sales roles in Nelson Mandela Bay.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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