Tied Advisor ( Dbn )-Pine Crest

Tied Advisor
Role Purpose

Engage with prospective clients to understand their financial needs.
Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements.
Accurately record client information, produce records of advice and sales details
Achieve sales, quality and conversion targets.
Comply with legislative regulations and adhere to all compliance requirements.

Requirements:

1-2 Years Experience in a similar role.
Completed First Level Regulatory Examination. (RE 5)
Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification.
Digitally Dexterous
Fully Mandated (Not Under Supervision) for the following FAIS Subcategories

Completed Class of Business


Retail Pension Fund Benefits


Long-Term Insurance


Investments



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