Description:
Financial Advisors Personal Lines
Basic R 20000.00 plus commission, Medical, Pension Average Take Home Average R 35000.00
Email Adress renew@ikusasarec.co.za
Experience and Qualifications
Matric/Grade 12 120 FAIS Credits. FAIS Regulatory examination for Representatives (RE5) CPD (continuous professional development) points Minimum of three years sales experience with payslips as proof of previous commission earned Candidate must have his own transport (CAR) and licenceDuties
Financial Advisors required for Personal lines who will be expected to source leads and achieve sales targets primarily on personal Insurance.
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice
Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building
Meet all KPl's as laid down by the client
Maintain appropriate skills and knowledge in order to provide specialist, professional financial advice in all relevant business areas