minimum requirements:
Experience:

Minimum 2-3 years’ experience in a third-party sales environment - life insurance

Being a Broker Consultant in current position would be advantageous


Qualifications & Knowledge:

Grade 12

B Degree in Business Science, Commerce, Law, CFP® or qualification in Wealth Management is essential.

Financial Services Industry Knowledge

Financial Services Product Knowledge

Competitor intelligence

Relevant regulatory legislation and compliance knowledge (RE1 & RE5)

Basic legal technical knowledge

Sound market and economic understanding

Marketing principles and skills

Sales process and systems

Distribution models (Franchise etc.)