Description:
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management. Advisers must have life insurance industry experience and they will have the potential to receive 100% commission . NB: The Financial Advisor will work on a commission split of 80/20
Requirements:
1. Senior Certificate (Matric / Grade 12/ NQF 4)
2. 24 months experience in life insurance sales.
3. Must have a drivers’ license and own car.
4. Must meet the FAIS Fit and Proper requirements.
5. Regulatory Examination/RE5 essential.
6. Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)
7. Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)