Job Summary
Our client has an opportunity available for a High Advice Consultant.
Requirements:
- Matric or SAQA accredited equivalent- essential.
- 120 FAIS credits NQF 5 in Wealth Management- essential.
- RE5 and Class of Business- essential.
- Relevant Finance degree or diploma would be advantageous.
- 2+ years Life Insurance experience- essential.
- 2+ years Call Centre experience would be advantageous.
Responsibilities:
- Set clear objectives for sales calls, tailor standard presentation materials and ask relevant questions to gather information to identify customer’s interest level.
- Understand and deliver the required individual targets.
- Develop new customer relationships by communicating with the customers.
- Develop knowledge and understanding of the organizations policies and procedures and relevant regulatory codes.