• FAIS required qualifications (preferably RE5 and COB3)
• 3-year diploma or degree in Financial Planning, Business, Finance, or Economics minimum NQF level 5 (required)
• Aspirations towards becoming a Certified Financial Planner (CFP)
• 3 years' sales experience in the life insurance industry
• Must be fit and proper

Duties and Responsibilities:

• Engage with prospective clients to highlight the features and benefits of risk products based on their chosen Myriad quote
• Engage telephonically with clients and fulfil on the process
• Must be able to conclude client engagement digitally
• Conduct client financial needs analysis to create a customised life insurance solution to achieve clients' financial goals
• Educate clients on tax and legal implications of products and/or changes
• Accurately capture client information, relevant actions, and sales on the systems
• A...