Financial Advisor (re5 And 120 Fais Credits Required) Face To Face Sales

Port Elizabeth, EC, ZA, South Africa

Job Description

Role



Financial Advisor who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client

Face to Face sales

Responsibilities and work outputs



Source sufficient lead generating opportunities to ensure 10 client quotes per week

Minimum requirement of 8 written policies per month

Maintain and update your Lead Generation Matrix on a weekly basis

Quotations

Sign up a minimum of 5 active lead referral agents

Keep up to date and fully informed on product comparisons with opposition products

Stay abreast of the client product changes and enhancements

Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics

Give Speacialist advise

Maintain the required dress code and professional appearance

Experience and Qualifications



Matric/Grade 12

FAIS Credits (120)

FAIS Regulatory examination for Representatives (RE5)

12 CPD (continuous professional development) points

Minimum of 3 years' experience

Call center agents not preferred

unless they have a minimum of 5 years' experience

All required regulatory exams and accreditation

One year's proof of commission earnings (minimum R10 000.00 pm)

Candidate must have his own transport (CAR) and license

Job Type: Full-time

Pay: From R20000,00 per month

Application Question(s):

Do you have a RE5 certificate and 120 FAIS Credits (This is a requirement) Do you have your own car Have you sold Insurances face to face for 3 years
Work Location: In person

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Job Detail

  • Job Id
    JD1446741
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Port Elizabeth, EC, ZA, South Africa
  • Education
    Not mentioned