Adviser: virtual sti i (fais)

Job Summary

To provide holistic financial planning solutions telephonically for clients through regular reviewing the client’s portfolio in order to build a sustainable Virtual advisory practice.

Job Description Establish and maintain a professional relationship with all stakeholders (Client, Bankers, Insurers, and Life Advisers). In a virtual advice and hybrid model meets sales and/or growth targets. Apply practice management including all Compliance. FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service). FSCA-Approved Qualification Regulatory Exam for Representatives (RE5). Experience as Per the FAIS Act Product Specific Training once onboarded Class of Business Training Continuous Professional Development. Attest to Honesty, Integrity, and Good Standing. Valid Driver’s license and car. Minimum Qualification NQF5 in Short-term Insurance RE5 with COB up to date. 3 years’ experience in Commercial Insurance sales. Education Further Education...