Financial Relationship Builder (Centurion, Cape Town And Alberton)

Financial Relationship Builder (Centurion, Cape Town and Alberton)Centurion, Cape Town and Alberton
Job Description: To convert and create leads as well as build and maintain long-term relationships with customers and clients.
To diversify our health offering to clients into referrals for short-term and wealth department.
To advise clients on their holistic needs using the support functions available.
Qualifications and Requirements: NQF 4 Certificate grade 12NQF 4 Regulatory Examinations 5 (FAIS Accreditation)Class of Business Certification (Yearly)Must have knowledge of Microsoft OfficeMicrosoft TeamsOne DriveCompare MedLinkusWe are looking for someone with: Knowledge of Relevant ProductsTime ManagementAnalytical ThinkingUnderstanding Compliance in the FSCABuilding Customer Relationships with ClientsDecision makingTeam playerSelf-LeadershipCommunication (written and verbal)Numerical and mathematical skillsConfident and enthusiasticMust be able to work independentlyProblem-solving skillsPresentation and facilitation skillsDiscretionCare and empathyAbility to listen to understandAbility to work under pressureInitiativePosted: 2024-05-24

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