Financial Advisor

Financial Advisor
Company:

Cps Financial Services



Job Function:

Finance

Details of the offer

Job description
This is a full-time, remote position suitable for a person living in the southern part of Johannesburg, such as near Vanderbijlpark/Vereeniging, Meyerton, or Randvaal. The successful candidate will join a vibrant team to offer full service support in face-to-face client consultations. They are responsible for setting up and maintaining a client base to achieve success and deliver the required administrative tasks on time and in the right way.
CPS will offer the consultant ongoing support and training, and this position can offer a driven team member significant success.
Key Responsibilities:

Provide expert insurance advice and solutions to clients.
Develop and maintain strong client relationships.
Achieve sales targets and contribute to the company's growth.
Stay up to date with industry trends and product knowledge.
Travel up to 100 km from home (200 km return) to meet with clients.
Preparation of documentation on behalf of the company.
Handling quotations and applications.

Requirements:

A valid RE5 Certificate.
At least two years in the long-term insurance industry or relevant sales experience.
Confident and skilled driver with a valid driver's license.
Police clearance certificate.
Strong communication skills, both written and verbal.
Self-starter with a growth mindset.
Excellent team player.
Good administrative skills.
Good computer skills.
Fluent in at least two official languages, at least one of which must be English or Afrikaans.

What We Offer:

Comprehensive support and training.
A diverse range of high-quality insurance products.
An opportunity to work independently while being part of a supportive team.
Potential for growth and advancement within the company.

If you are ready to take the next step in your career and join a company that values your independence and provides the support you need to succeed, apply today!
How to apply:
Please provide a two-page CV and only include a copy of your RE5 certificate – no other documents should be submitted.
If you have not heard from us by 30 September, please assume that your application was not successful this time round.
Job Type: Full-time
Pay: R20000,00 - R30000,00 per month
Experience:

Insurance sales: 2 years (Required)

License/Certification:

RE5 Certificate (Required)
Police Clearance (Required)

Willingness to travel:

75% (Preferred)

Application Deadline: 2024/09/30
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Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Advisor
Company:

Cps Financial Services



Job Function:

Finance

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