Advancing Financial Adviser

• Minimum of Matric or equivalent
• Minimum 12 months' financial services experience as a Financial Adviser
• Minimum of Long term Insurance Class of Business completion
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA approved qualification will be advantageous

• Valid driver's licence and own car
• Clear criminal and credit check

• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Evaluating Information
• Identifying Customer Needs
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

• Matriculation Certificate (Matric)

Closing Date: 18 June 2026, 23:59