Description

Main outputs and responsibilities for this position

• Meeting face-to-face with clients to determine their financial objectives.
• Offering strategic advice on products and services, such as funeral. 
• Maintain production targets and retain business
• Comply with FAIS ACT requirements

Requirements

Qualifications:

• Matric,
• NQF4/5 Long term insurance qualification and RE5 (Advantage)

Experience:

• Atleast 1 year in the Insurance Industry
• Atleast 1 year advice and intermediary experience in Category A (Funeral).

Legislation

• FAIS,FSCA,LTIA etc..