Financial consultant

FAIS required qualifications (preferably RE5 and COB3) 3-year diploma or degree in Financial Planning, Business, Finance, or Economics minimum NQF level 5 (required) Aspirations towards becoming a Certified Financial Planner (CFP) 3 years' sales experience in the life insurance industry Must be fit and proper Duties and Responsibilities: Engage with prospective clients to highlight the features and benefits of risk products based on their chosen Myriad quote Engage telephonically with clients and fulfil on the process Must be able to conclude client engagement digitally Conduct client financial needs analysis to create a customised life insurance solution to achieve clients' financial goals Educate clients on tax and legal implications of products and/or changes Accurately capture client information, relevant actions, and sales on the systems Accurately complete all administrative and reporting requirements within agreed timeframes Achieve set targets on production, quality, and conver...

Ready to Apply?

Submit your application today and join our talented team at Boardroom Appointments.

Submit Application