Job Description
Role Purpose: Attract, acquire and retain clients by selling company products to generate new business and to provide after‑sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long‑term viability.
Requirements
2–3 years experience in a Sales/Call Centre environment (essential)
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
Matric or equivalent NQF 4 qualification
National Senior Certificate in Finance/Business Management or equivalent relevant qualification
FAIS Compliance Requirements
Regulatory examination (RE) 5
Driver’s license and own transport (desirable)
Duties and Responsibilities
Internal Process
Engage with prospective clients to highlight features and benefits of products based on their financial wellness needs.
Sell products in line with client’s financial needs by conducting affor...
Requirements
2–3 years experience in a Sales/Call Centre environment (essential)
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
Matric or equivalent NQF 4 qualification
National Senior Certificate in Finance/Business Management or equivalent relevant qualification
FAIS Compliance Requirements
Regulatory examination (RE) 5
Driver’s license and own transport (desirable)
Duties and Responsibilities
Internal Process
Engage with prospective clients to highlight features and benefits of products based on their financial wellness needs.
Sell products in line with client’s financial needs by conducting affor...
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