Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
A Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A valid Driver’s licence and your own car
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (MS Office suite)
Excellent communication skills (written and verbal)
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