Tied Advisor (JHB) Boksburg - North Rand Road

at  Moladira Skills

Johannesburg, Gauteng, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate08 Aug, 2024Not Specified09 May, 20241 year(s) or aboveGood communication skillsNoNo
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Description:

REQUIREMENTS:

  • 1-2 Years Experience in a similar role.
  • Completed First Level Regulatory Examination. (RE 5)
  • Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification.
  • Digitally Dexterous
  • Fully Mandated (Not Under Supervision) for the following FAIS Subcategories

How To Apply:

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Responsibilities:

  • Engage with prospective clients to understand their financial needs.
  • Provide financial advice and recommend Life and Investment products that align with the clients’ financial requirements.
  • Accurately record client information, produce records of advice and sales details
  • Achieve sales, quality and conversion targets.
  • Comply with legislative regulations and adhere to all compliance requirements.


REQUIREMENT SUMMARY

Min:1.0Max:2.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Johannesburg, Gauteng, South Africa