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About the role
Key responsibilities & impact- Provide stellar advice to clients, build and maintain strong client relationships, and manage a book of business.
- Generate and convert leads through your own network and allocated leads to grow your book of business.
- Upsell and cross sell products through various verticals by offering holistic financial advice.
- Build and maintain strong client relationships – our promise is that we’ll handle the hard stuff for you.
- Collaborate with our digital team to enhance our online services and tools.
- Build relationships with financial services partners, to ensure that advisors are up to date on the latest tools and training for our portfolio of products.
- Ensure compliance with regulatory requirements and industry standards.
- Provide input to financial education content and tools.
Requirements
What you’ll need- Relevant qualification and 2+ years of experience as a financial advisor.
- Completed FAIS recognised qualification with 120 credits.
- Relevant regulatory (RE) examinations completed.
- Completed Class of Business for relevant categories.
- FAIS “fit and proper” based on DOFA date.
- Completed the recognized FSCA supervision period and signed off by KI.
- Committed to maintaining the highest standards of professionalism, ethics, and compliance.
- Professional individual with excellent written and verbal communication skills.
- Experience in relationship building and ability to negotiate and influence.
- Good understanding and experience in the financial services industry.
Benefits
Comp & perks- Competitive base salary, commission, and benefits.
- Flexible working arrangements.
- A supportive and inclusive work environment.
- Opportunity to be a part of a startup from the ground up and make a significant impact on its success.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial advisinglead generationupsellingcross sellingfinancial education content developmentregulatory compliancenegotiationinfluence
Soft Skills
client relationship managementcommunicationprofessionalismethicscollaboration
Certifications
FAIS recognised qualificationRE examinationsClass of Business completionFSCA supervision period