Where

Financial advisor

TYP HOLDINGS
Mpumalanga Full-day Full-time

Description:

Minimum Requirements

  • Education:
    • Grade 12 (Matric) essential
    • Post-matric qualification in Finance, Business, or related field (advantageous)
    • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • Compliance:
    • FAIS compliant in terms of Fit and Proper requirements
  • Experience:
    • Previous experience in insurance sales, financial services, or client service essential
    • Proven ability to meet sales targets
  • Skills & Competencies:
    • Tech-savvy, with strong ability to use digital platforms and CRM systems
    • Excellent communication, negotiation, and interpersonal skills
    • Strong customer service orientation
    • Target-driven with resilience and persistence
    • Ability to work independently and as part of a team

Requirements:

Minimum Requirements

  • Education:
    • Grade 12 (Matric) essential
    • Post-matric qualification in Finance, Business, or related field (advantageous)
    • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • Compliance:
    • FAIS compliant in terms of Fit and Proper requirements
  • Experience:
    • Previous experience in insurance sales, financial services, or client service essential
    • Proven ability to meet sales targets
  • Skills & Competencies:
    • Tech-savvy, with strong ability to use digital platforms and CRM systems
    • Excellent communication, negotiation, and interpersonal skills
    • Strong customer service orientation
    • Target-driven with resilience and persistence
    • Ability to work independently and as part of a team

Minimum Requirements

  • Education:
    • Grade 12 (Matric) essential
    • Post-matric qualification in Finance, Business, or related field (advantageous)
    • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • Compliance:
    • FAIS compliant in terms of Fit and Proper requirements
  • Experience:
    • Previous experience in insurance sales, financial services, or client service essential
    • Proven ability to meet sales targets
  • Skills & Competencies:
    • Tech-savvy, with strong ability to use digital platforms and CRM systems
    • Excellent communication, negotiation, and interpersonal skills
    • Strong customer service orientation
    • Target-driven with resilience and persistence
    • Ability to work independently and as part of a team

Minimum Requirements

  • Education:
    • Grade 12 (Matric) essential
    • Post-matric qualification in Finance, Business, or related field (advantageous)
    • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • Compliance:
    • FAIS compliant in terms of Fit and Proper requirements
  • Experience:
    • Previous experience in insurance sales, financial services, or client service essential
    • Proven ability to meet sales targets
  • Skills & Competencies:
    • Tech-savvy, with strong ability to use digital platforms and CRM systems
    • Excellent communication, negotiation, and interpersonal skills
    • Strong customer service orientation
    • Target-driven with resilience and persistence
    • Ability to work independently and as part of a team

Minimum Requirements

  • Education:
    • Grade 12 (Matric) essential
    • Post-matric qualification in Finance, Business, or related field (advantageous)
    • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • Compliance:
    • FAIS compliant in terms of Fit and Proper requirements
  • Experience:
    • Previous experience in insurance sales, financial services, or client service essential
    • Proven ability to meet sales targets
  • Skills & Competencies:
    • Tech-savvy, with strong ability to use digital platforms and CRM systems
    • Excellent communication, negotiation, and interpersonal skills
    • Strong customer service orientation
    • Target-driven with resilience and persistence
    • Ability to work independently and as part of a team
  • Education:
    • Grade 12 (Matric) essential
    • Post-matric qualification in Finance, Business, or related field (advantageous)
    • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • Compliance:
    • FAIS compliant in terms of Fit and Proper requirements
  • Experience:
    • Previous experience in insurance sales, financial services, or client service essential
    • Proven ability to meet sales targets
  • Skills & Competencies:
    • Tech-savvy, with strong ability to use digital platforms and CRM systems
    • Excellent communication, negotiation, and interpersonal skills
    • Strong customer service orientation
    • Target-driven with resilience and persistence
    • Ability to work independently and as part of a team
  • Grade 12 (Matric) essential
  • Post-matric qualification in Finance, Business, or related field (advantageous)
  • Regulatory Exam RE5 (advantageous / required, depending on compliance needs)
  • FAIS compliant in terms of Fit and Proper requirements
  • Previous experience in insurance sales, financial services, or client service essential
  • Proven ability to meet sales targets
  • Tech-savvy, with strong ability to use digital platforms and CRM systems
  • Excellent communication, negotiation, and interpersonal skills
  • Strong customer service orientation
  • Target-driven with resilience and persistence
  • Ability to work independently and as part of a team
  • Sales: 1 to 2 years

Key Responsibilities

  • Provide professional financial advice and solutions tailored to client needs
  • Acquire, maintain, and grow a portfolio of clients through prospecting and networking
  • Conduct needs analysis to ensure appropriate product recommendations
  • Promote and sell insurance, investment, and related financial products
  • Deliver excellent after-sales service and ongoing client support
  • Maintain compliance with FAIS, company policies, and regulatory standards
  • Achieve monthly and annual sales targets
  • Keep up to date with industry trends, products, and regulatory changes

Key Attributes

  • Results-oriented and proactive
  • Strong ethical standards and integrity
  • Passion for helping clients achieve financial security
  • Adaptability in a fast-changing financial services environment

Key Responsibilities

  • Provide professional financial advice and solutions tailored to client needs
  • Acquire, maintain, and grow a portfolio of clients through prospecting and networking
  • Conduct needs analysis to ensure appropriate product recommendations
  • Promote and sell insurance, investment, and related financial products
  • Deliver excellent after-sales service and ongoing client support
  • Maintain compliance with FAIS, company policies, and regulatory standards
  • Achieve monthly and annual sales targets
  • Keep up to date with industry trends, products, and regulatory changes

Key Attributes

  • Results-oriented and proactive
  • Strong ethical standards and integrity
  • Passion for helping clients achieve financial security
  • Adaptability in a fast-changing financial services environment

Key Responsibilities

  • Provide professional financial advice and solutions tailored to client needs
  • Acquire, maintain, and grow a portfolio of clients through prospecting and networking
  • Conduct needs analysis to ensure appropriate product recommendations
  • Promote and sell insurance, investment, and related financial products
  • Deliver excellent after-sales service and ongoing client support
  • Maintain compliance with FAIS, company policies, and regulatory standards
  • Achieve monthly and annual sales targets
  • Keep up to date with industry trends, products, and regulatory changes

Key Attributes

  • Results-oriented and proactive
  • Strong ethical standards and integrity
  • Passion for helping clients achieve financial security
  • Adaptability in a fast-changing financial services environment

Key Responsibilities

  • Provide professional financial advice and solutions tailored to client needs
  • Acquire, maintain, and grow a portfolio of clients through prospecting and networking
  • Conduct needs analysis to ensure appropriate product recommendations
  • Promote and sell insurance, investment, and related financial products
  • Deliver excellent after-sales service and ongoing client support
  • Maintain compliance with FAIS, company policies, and regulatory standards
  • Achieve monthly and annual sales targets
  • Keep up to date with industry trends, products, and regulatory changes

Key Attributes

  • Results-oriented and proactive
  • Strong ethical standards and integrity
  • Passion for helping clients achieve financial security
  • Adaptability in a fast-changing financial services environment
  • Provide professional financial advice and solutions tailored to client needs
  • Acquire, maintain, and grow a portfolio of clients through prospecting and networking
  • Conduct needs analysis to ensure appropriate product recommendations
  • Promote and sell insurance, investment, and related financial products
  • Deliver excellent after-sales service and ongoing client support
  • Maintain compliance with FAIS, company policies, and regulatory standards
  • Achieve monthly and annual sales targets
  • Keep up to date with industry trends, products, and regulatory changes
  • Results-oriented and proactive
  • Strong ethical standards and integrity
  • Passion for helping clients achieve financial security
  • Adaptability in a fast-changing financial services environment

Key Responsibilities

  • Provide professional financial advice and solutions tailored to client needs
  • Acquire, maintain, and grow a portfolio of clients through prospecting and networking
  • Conduct needs analysis to ensure appropriate product recommendations
  • Promote and sell insurance, investment, and related financial products
  • Deliver excellent after-sales service and ongoing client support
  • Maintain compliance with FAIS, company policies, and regulatory standards
  • Achieve monthly and annual sales targets
  • Keep up to date with industry trends, products, and regulatory changes

Key Attributes

  • Results-oriented and proactive
  • Strong ethical standards and integrity
  • Passion for helping clients achieve financial security
  • Adaptability in a fast-changing financial services environment
09 Sep 2025;   from: careers24.com

Similar jobs

  • Liberty Standard Bank Group
  • Mpumalanga
... opportunities Requirements: 🌟 We’re Hiring: Financial Advisors at Liberty 🌟 Isn’t it time ... growth opportunities 🌟 We’re Hiring: Financial Advisors at Liberty 🌟 Isn’t it time ... growth opportunities 🌟 We’re Hiring: Financial Advisors at Liberty 🌟 Isn’t it time ...
14 days ago
  • Nexus Employment Professionals
  • Mpumalanga
... purpose meets opportunity. As a Financial Advisor, you will build meaningful relationships ... purpose meets opportunity. As a Financial Advisor, you will build meaningful ... purpose meets opportunity. As a Financial Advisor, you will build meaningful ...
22 days ago
  • Nexus Employment Professionals
  • Mpumalanga
... purpose meets opportunity. As a Financial Advisor, you will build meaningful relationships ... purpose meets opportunity. As a Financial Advisor, you will build meaningful ... purpose meets opportunity. As a Financial Advisor, you will build meaningful ...
22 days ago
  • Nexus Employment Professionals
  • Mpumalanga
... purpose meets opportunity. As a Financial Advisor, you will build meaningful relationships ... trusted relationships Conducting professional Financial Needs Analyses Offering expert ... purpose meets opportunity. As a Financial Advisor, you will build meaningful ...
22 days ago