Field Agent

Infinity Fs
Full-time
On-site

Financial Advisor - Paarl

If you are passionate about helping clients and have can-do attitude required to write your own pay cheque, this opportunity is for you!!!

Job Requirements

  • Personal interaction (telephonic and/ face-to-face) with clients and potential clients with regards to various Old Mutual products and services relating to financial wellbeing.
  • Correspond and liaise with client.
  • Proactively seek new clients / business opportunities.
  • Build and maintain relationships with client. Required Qualifications & Experience.
  • Matric / Grade 12.
  • Good working knowledge of MS Excel, Outlook and Teams.
  • Client Service experience.
  • Valid Driver’s license with own reliable Transport Necessary Skills & Attributes.
  • Target driven (related to new business)
  • Ability to build and nurture relationships with clients
  • Strong Sales Ability / Ability to influence.
  • Active listening skills with the ability to communicate effectively both verbally and in writing in English and Afrikaans.
  • Attention to detail.

Commission Based

Full Time

Paarl

Please sent your Curriculum vitae to admin@infinityfns.co.za

Job Types: Full-time, Permanent

Requirements

  • Personal interaction (telephonic and/ face-to-face) with clients and potential clients with regards to various Old Mutual products and services relating to financial wellbeing.
  • Correspond and liaise with client.
  • Proactively seek new clients / business opportunities.
  • Build and maintain relationships with client. Required Qualifications & Experience.
  • Matric / Grade 12.
  • Good working knowledge of MS Excel, Outlook and Teams.
  • Client Service experience.
  • Valid Driver’s license with own reliable Transport Necessary Skills & Attributes.
  • Target driven (related to new business)
  • Ability to build and nurture relationships with clients
  • Strong Sales Ability / Ability to influence.
  • Active listening skills with the ability to communicate effectively both verbally and in writing in English and Afrikaans.
  • Attention to detail.