Intermediary Financial Consultant (Hermanus)

Cape Town – Western Cape

A Hermanus-based Financial Emigration Specialist seeks a highly meticulous, self-driven & client-centric individual to fill the role of an Intermediary Financial Consultant. The ideal candidate must be RE5 qualified or possess a qualification applicable to RE, have Call Centre or Sales experience, Retail Banking / Financial Services or Insurance experience in a Client Services/Brokerage environment with knowledge of the Financial Industry being familiar with FICA, FAIS, FCSA, etc. This role will provide the opportunity to transition into a Sales Consultant.
  • RE5 Qualified or a qualification applicable to RE.
  • Knowledge of the Financial Industry (FICA, FAIS, FCSA, etc).
  • Retail Banking experience / Financial Services / Insurance.
  • Client Service / Brokerage environment.
  • Conflict Resolution.
  • Excellent telephone etiquette.
  • Must be bilingual – Afrikaans and English.
  • Professional writing skills
  • Call Centre or Sales experience with a proven track record.
  • Manager of self.
  • Attention to detail.
  • Client-centric in approach.
  • Excellent listening skills. 
  • Problem-solving and decision making.