The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. Relevant minimum 12- months experience – Class of Business (COB) – Long Term and Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice on commercial and personal short-term insurance, Medical Aids Document management Sales optimization Investment Solutions Customer and client relationship Development Customer and client onboarding Customer and management. RE5 Relevant NQF5 qualification DOFA COB Commission based.
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