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Job Description: • To convert and create leads as well as build and maintain long-term relationships with customers and clients • To diversify our health offering to clients into referrals for short-term and wealth department. • To advise clients on their holistic needs using the support functions available.
Qualifications and Requirements: • NQF 4 Certificate grade 12 • NQF 4 Regulatory Examinations 5 (FAIS Accreditation) • NQF 5 Diploma (Preferable Wealth Management) • Class of Business Certification (Yearly) • Must have knowledge of Microsoft Office • Microsoft Teams • One Drive • Zoho CRM • Zoho Sign • Compare Med • Linkus
We are looking for someone with: • Knowledge of Relevant Products • Time Management • Analytical Thinking • Understand Compliance in the FSCA • Building Customer Relationships with Clients • Decision making • Team player • Self-Leadership • Continuous development • Communication (written and verbally) • Numerical and mathematical skills • Confident and enthusiastic • Must be able to work independently • Problem-solving skills • Presentation and facilitation skills • Discretion • Care and empathy • Ability to listen to understand • Ability to work under pressure • Initiative • Assertiveness • Persuasiveness
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