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
- 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
- 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
30 Jan 2026;
from:
careers24.com