Monday , December 5 2022

Telesure Jobs – Virtual Financial Advisor

Website Telesure Investment Holdings - TIH

Job Description:

Identify the products or services that best meet the customer’s stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Options include sale of investment products such as lump sum/recurring. Understand and deliver the required individual targets such as, achieving talk time targets, sales targets and other targets.

Job Responsibilities:

  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
  • Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.
  • Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is consistently honest and straightforward; shares uncomfortable information in a clear and helpful manner. Maintains high ethical standards and professional codes of conduct.
  • Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.
  • Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
  • Builds strong customer relationships and delivers customer-centric solutions. For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers’ future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.

Job Requirements:

  • Matric / Grade 12 or SAQA Accredited Equivalent (Essential);
  • 120 FAIS Credits (NQF5) in Wealth management (Essential)
  • 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
  • A relevant Finance related degree / diploma (Advantageous)
  • Class of Business (COB) (Essential)
  • RE5 (Essential)

Job Details:

Company: Telesure Investment Holdings – TIH

Job Category: Finance and Insurance 

Vacancy Type: Full Time

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

Apply Here

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