High Advice Consultant - South Africa
Our client has an opportunity available for a High Advice Consultant. Requirements: Matric or SAQA accredited equivalent- essential. 120 FAIS credits NQF 5 in Wealth Management- essential. RE5 and Class of Business- essential. Relevant Finance degree or diploma would be advantageous. 2 years Life Insurance experience- essential. 2 years Call Centre experience would be advantageous. Responsibilities: Set clear objectives for sales calls, tailor standard presentation materials and ask relevant questions to gather information to identify customer’s interest level. Understand and deliver the required individual targets. Develop new customer relationships by communicating with the customers. Develop knowledge and understanding of the organizations policies and procedures and relevant regulatory codes.
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