Branch Consultant (Standerton)

What you Need

• Matric (Grade 12) or NQF Level 4
• RE5 Certification
• FSCA Recognised Qualification (Minimum 120 Credits)
• FAIS Compliant as per DOFA requirements
• Clear Credit and Criminal records
• Minimum of 1 year of marketing, sales, or similar client-facing capacity.

  Experience in the financial services industry is highly preferred

Role Description

• Sales & Advice: Proactively sell financial products and consistently achieve individual sales targets. Provide sound financial advice ensuring product suitability and client need fulfillment
• Client Management: Deliver excellent client service, manage policy queries, and act as a professional advisor for all walk-in and scheduled clients, fostering loyalty
• Compliance: Ensure all activities strictly adhere to FAIS and FICA regulations, and actively maintain continuous professional development and regulatory competence