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Independent Financial Advisor

Description FinSide Financial Solutions (Pty) Ltd is a dynamic financial services organisation, seeking a new candidate tobe responsible for the growth and expansion of our business as a Financial Advisor.The primary focus of the position relates to sales in our Medical Aid division; however, our unique holisticoffering provides exciting opportunities across multiple categories, platforms and providers. We furthermoreprovide Financial Advisors with continuous leads enabling the Advisor to build a growing practice.ResponsibilitiesIdentifying the financial needs of clients and / or leads and providing recommendations and advice;Converting provided leads into sales;Identifying new business opportunities;Attracting new clients through various methods of prospecting, including cold calling;Reviewing clients complete financial portfolio and identifying cross-selling opportunities;Achieve Medical Aid sales targets;Manage client profiles;Attend to clients annual reviews;Client retention and continuous service;Submit weekly production reports.Qualifications, Experience, and Skills RequiredRegulatory Exams (RE5), preferable;Minimum Grade 12 (NQF5 or similar qualification would be beneficial);If no Regulatory Examination certificate has been obtained (and candidate has not acted in aFinancial Advisory capacity previously), then minimum 3 years Healthcare Benefit experience is nonnegotiable (subject to fit and proper checks);Minimum 2-3 years work experience - previous sales experience in the financial services and / ormedical schemes industry;Computer literate especially pertaining to Excel and Microsoft Office;Excellent interpersonal skills;Outgoing, professional and presentable;Motivated, independent and energetic;Drivers License and own reliable vehicle non-negotiable;Fit and proper to be registered on the FSCA Representative Register.BenefitsCompany Laptop will be provided;Start-up Fee for the first 4 months;After first 4 months start-up fee will taper down to cover benefits such as medical aid etc.;Commission (Recurring);Petrol Allowance;Medical Aid subsidy;.special-hidden { display: none; }Id Subtitle
Cape Town, WC, ZA