Overview
Financial Advisor Jobs in Bethlehem at Assupol life.Financial Services
Role Description
In this role, you will deliver comprehensive, TCF-compliant advice by crafting personalised financial strategies that address unique client needs. You will be responsible for managing and growing a portfolio of key accounts, leveraging digital platforms to ensure efficient service delivery. Furthermore, you will maintain precise client records and documentation while dedicating yourself to the highest standards of service and ongoing client support.
Role Requirements
- A valid Matric certificate or Matric equivalent is essential.
- A valid driver’s license and access to a vehicle are advantageous.
- Clear credit and criminal records.
Experience & Industry Criteria
- A minimum of 1 year of sales or marketing experience is essential.
- Candidates who are new to the financial industry, with a minimum of 6 months of relevant sales experience, will be considered.
Qualification:
- Possession of an FSCA-recognised qualification (Required for Experienced Hires; Advantageous for other applicants).
- RE5 Certification will be advantageous.
- Credits regarding the Date of First Appointment (DOFA) in the industry, as listed on the most recently published Board notice, will be advantageous.
Please note – This is a commission-only-based role.
Job Type: Permanent
Work Location: In person
Title: Financial Advisor
Company: Assupol life.Financial Services
Location: Bethlehem
