Independent Financial Advisor at Clear Leaf

JOB PURPOSE:

The primary focus of the position relates to sales in our Medical Aid division; however, our unique holistic offering provides exciting opportunities across multiple platforms and providers. We furthermore provide Financial Advisors with continuous leads enabling the Advisor to build a growing practice

Job Description

• Identifying the financial needs of clients and / or leads and providing recommendations and advice;
• Converting provided leads into sales;
• Identifying new business opportunities;
• Attracting new clients through various methods of prospecting, including cold calling;
• Develop and implement the company’s sales strategy;
• Reviewing clients’ complete financial portfolio and identifying cross-selling opportunities;
• Achieve Medical Aid sales targets;
• Manage client profiles;
• Attend to clients’ annual reviews;
• Client retention and continuous service;
• Submit weekly production reports

Qualifications

• Minimum Grade 12 (NQF5 or similar qualification would be beneficial);
• Regulatory Exams (RE5): non-negotiable;
• Minimum 2-3 years’ work experience; previous sales experience in the financial services / medical scheme’s industry;
• Excellent interpersonal skills;
• Outgoing, professional and presentable;
• Motivated, independent and energetic;
• Driver’s License and own reliable vehicle – non-negotiable;
• Fit and proper to be registered on the FSCA Representative Register

Additional Information

• Salary: R15 000.00 CTC for six months, then becomes commission only + cell phone and petrol allowance; Medical Aid; Provident/Pension Fund; Group Risk Cover