Financial Adviser - Richards Bay

Role Purpose To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.

Minimum Requirements

• Matric or equivalent NQF 4 qualification
• 2 years’ Experience in a sales and/or customer service role
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Compliance with FAIS Fit and Proper Duties & Responsibilities INTERNAL PROCESS
• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting Responsibilities INTERNAL PROCESS
• Accurately complete all administrative and reporting
• in a sales and/or customer service role

Responsibilities

• INTERNAL PROCESS
• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting Responsibilities INTERNAL PROCESS
• Accurately complete all administrative and reporting