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1 year ago3905 views
Role Purpose To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Requirements Grade 12 OR an equivalent NQF4 plus 5 Candidate must have a minimum 1 years' experience selling Candidate must have the aptitude to become Fit and Proper as p er the requirements of the FSCA Computer literate (Required) Fluency in English (Required) Driver's license (Preferred) Own transport (Preferred) Responsibilities and work outputs Conduct needs analysis to understand and enhance client’s financial wellness Create financial plans for clients that address their financial wellness needs Offer solutions (products) to clients to address their financial wellness needs Present information sharing sessions on financial planning topics You will spend a fair amount of time travelling to clients You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration Financial Wellness solutions that meet the needs of middle and low-income clients Our products include funeral insurance, savings, retirement solutions and life insurance. Interested in finance/sales/service, demonstrated through their previous work experience or studies See financial advice as a career and invest in it Have a clear understanding of the role Understand and adapt approach to meet the needs of the client Competencies required Verbally fluent Numerical reasoning ability Be able to plan and manage their time Self-reliant Be resilient (drive, determination, risk tolerance, bounce back after setbacks) Manage relationships well Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent) Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy
Id Subtitle 955961811