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Tied Advisor ( PMB)-Midlands Mall

Employer
Moladira Management Specialists
Location
Newcastle Newcastle Amajuba, South Africa
Salary
Competitive
Closing date
Jun 9, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Introduction
one of the 4 major banks in the country.
Description
Tied Advisor

Role Purpose

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.

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

Completed Class of Business

Retail Pension Fund Benefits
Long-Term Insurance
Investments

Profile
What is required?• Completed FSCA Recognized, FAIS relevant NQF Level 5 or high, Qualification.• 1-2 Years Experience in a similar role• Completed First Level Regulatory Examination• Digitally Dexterous
Fully Mandated (Not Under Supervision) for the following FAIS Subcategories:Completed Class of Business:• Retail Pension Fund Benefits• Long- Term Insurance• Investments
We offer
Performance Bonuses

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