Tied Advisor ( Middleburg)

Tied Advisor Role PurposeEngage 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 detailsAchieve 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 DexterousFully Mandated (Not Under Supervision) for the following FAIS Subcategories  Completed Class of BusinessRetail Pension Fund BenefitsLong-Term InsuranceInvestments