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Advancing Financial Adviser
On-site · East London, Eastern Cape, South Africa
Job Summary
Advancing Financial Adviser role requiring consultative selling and strong customer service focus. Responsibilities inferred from the posting include consultative selling, managing customer relationships, understanding customer needs, evaluating information, identifying sales opportunities, and using sales software and data management tools. Qualifications include Matric or equivalent, at least 12 months of financial services experience as a Financial Adviser, Long-term Insurance Class of Business completion, FAIS requirements (Investments Class of Business) and RE5; FSCA qualification is advantageous. Strong communication, probing questions, qualifying prospects, and stakeholder management skills are emphasized, along with building networks and instilling trust.
Required Qualifications
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5)
- FSCA-approved qualification will be advantageous
- A valid driver’s licence and own car
- A clear criminal and credit check
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