Vacancy Detail
Financial Advisor
Confidential Client 67CRCJ | Johannesburg, Gauteng | Commission; Training support; Leads; Other
What the role involves
Build a solid client book by writing consistent risk business, giving proper advice, and retaining clients long term. Focus is on production first, then growing quality relationships.
Prospect daily, book and run appointments, write new business, review existing policies, and hit monthly targets. Keep admin clean, stay compliant, and actually follow through with clients.
Requirements
- - Work model: HYBRID
- - Employment type: FULL_TIME
- - Minimum qualification: NQF 5
- - Minimum FAIS experience: 3
- - RE5 required: Yes
- - RE1 required: No / role dependent
- - Product lines: 1.1 Long-term Insurance: Subcategory A, 1.3 Long-term Insurance: Subcategory B1, 1.4 Long-term Insurance: Subcategory C, 1.8 Securities & Instruments: Shares, 1.9 Securities & Instruments: Money Market Instruments, 1.10 Securities & Instruments: Debentures and Securitised Debt, 1.17 Long-term Deposits, 1.20 Long-term Insurance: Subcategory B2, 1.21 Long-term Insurance: Subcategory B2-A, 1.22 Long-term Insurance: Subcategory B1-A, 1.23 Short-term Insurance Personal Lines A1
- - Must-have skills: Computer literacy, Face-to-face sales, Lead generation, Relationship management, Underwriting support, Reporting, Management
Ready to put yourself forward? Build or update your candidate profile first so RE5 can assess your fit properly and guide you through the next stage.
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