Advisor Pietermaritsburg, South Africa - South Africa
Moladira Management Specialists
Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record client information, produce records of advice and sales details Achieve sales, quality and conversion targets. Comply with legislative regulations and adhere to all compliance requirements. Requirements: 1-2 Years Experience in a similar role. Completed First Level Regulatory Examination. (RE 5) Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification. Digitally Dexterous Fully Mandated (Not Under Supervision) for the following FAIS Subcategories Completed Class of Business Retail Pension Fund Benefits Long-Term Insurance Investments Profile What is required? • Completed FSCA Recognized, FAIS relevant NQF Level 5 or high, Qualification. • 1-2 Years Experience in a similar role • Completed First Level Regulatory Examination • Digitally Dexterous Fully Mandated (Not Under Supervision) for the following FAIS Subcategories: Completed Class of Business: • Retail Pension Fund Benefits • Long- Term Insurance • Investments We offer Performance Bonuses
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