High Advice Consultant

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 customers 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.