Financial Advisor

Join one of South Africa''s leading insurers as a Life and Investments Advisor.

They are a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. They are vibrant, successful and value orientated with an awesome dynamic culture.

They are a formidable player in the insurance market. As a values-based organization, they take their reputation for awesome service and innovation seriously and strive for excellence in all they do. 

Overview and Purpose of the Role: 

They have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products. 

To facilitate this model the position of Financial Advisor: Life and Investments has emerged. 

The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. 

Minimum Requirements: 

Qualifications 

• Completed Matric or National Senior Certificate 

• FAIS credits/Full Insurance Qualifications 

• Regulatory Exam (RE5) 

• Having completed the required CPD hours in line with your Product category. 

Experience

• Minimum of 4  years long term insurance face to face sales experience 

Essential

• Must have your own reliable transport 

• Valid SA driver’s license