Intermediary Financial Consultant (Hermanus)
Finance/Admin
Cape Town – Western Cape
ENVIRONMENT:
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.
REQUIREMENTS:
- 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.
ATTRIBUTES:
- Manager of self.
- Attention to detail.
- Client-centric in approach.
- Excellent listening skills.
- Problem-solving and decision making.