Advancing Financial Adviser

Let's Write Africa's Story Together! Qualifications and Experience • A minimum of Matric or equivalent • A minimum 12 months’ financial services experience as a Financial Adviser • A minimum of Long-term Insurance Class of Business completion. • Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous. Other requirements • A valid driver’s licence and own car • A clear criminal and credit check Skills • Consultative Selling • Customer Feedback Management • Customer-Focused • Customer Service • Customer Understanding • Evaluating Information • Identifying Customer Needs • Identifying Sales Opportunities • Oral Communications • Probing Questions • Qualifying Prospects • Sales Data Management • Sales Software • Strategic Selling • Strengthening Customer Relationships Competencies • Balances Stakeholders • Builds Networks • Communicates Effectively • Customer Focus • Ensures Accountability • Instills Trust • Interpersonal Savvy • Manages Complexity Education • Matriculation Certificate (Matric)