We are looking for field advisors to market and sell our financial insurance products to clients. We have contracts with all the major insurance houses to ensure we are able to all our clients needs, creating a greater closing ratio.
To generate leads, set up appointments, meet clients and close the deal;
To do a financial needs analysis
To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis;
To obtain all necessary documentation (FICA documentation);
To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements;
To assist with ad hoc marketing drives in your region;
To effectively service your clients that may be in other centers limited travelling may be required;
Flexibility is required as clients from time to time request consultations outside of normal office hours;
Analysis to provide ideas for new product development;
Updating Profidar Report on daily bases;
Submitting daily travel reports;
Submitting demographic report of client.
Matric with 2 years sales or marketing background
Insurance background (an advantage)
Must be a go-getter
Well spoken and presentable
Excellent command of English
Computer literate
Good credit profile·
Clear criminal record
Own reliable transport
Own laptop
Training and mentoring will be provided to give clients financial advice and build a career within the Financial Services industry.
Office, software, assistance with appointments will be provided