Responsibilities
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads but also supported by internal business leads
- Accurately record client information and sales details
- Comply with legislative regulations and adhere to all compliance requirements
- Fully Commissioned
- Commission Split (80/20) – 80% Financial Adviser & 20% Franchise
- No Overhead Costs
- Remote working 80%, Office 10%, Virtual 10%
- Training Allowance Provided
Minimum Requirements
- Matric / NQF 5 Equivalent Qualification
- FAIS requirements based on DOFA date
- Relevant regulatory examination if you are already working in the financial services industry
- 2 years’ experience in financial advisory services or sales experience in the financial services sector.
- Class of Business (COB) with relevant sub-categories (Long-Term Insurance & Investments)
- Continuous Professional Development (CPD – 18 points if available)
Job Type: Full-time
Pay: R30000,00 - R50000,00 per month
Preferred Education
Experience
- Sales experience in the financial services sector: 2 years (Required)
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