The position of Financial Associate in Pretoria North involves the strategic marketing of funeral insurance, savings plans, and associated products. This role is essential for expanding the reach of the Funeral Division by recruiting clients and managing relationships effectively.
The program is designed to provide comprehensive training and skill development in the marketing of financial products related to the funeral industry. Participants will gain insights into industry standards and the nuances of client acquisition and retention.
Key responsibilities include:
- Marketing funeral insurance and savings plans to potential clients.
- Recruiting clients for the Funeral Division.
- Building and maintaining strong client relationships to ensure long-term engagement and satisfaction.
- Adhering to all industry regulations and standards.
Candidates must possess the following qualifications:
- A Grade 12/Matric certificate and/or tertiary education with at least 30 credits on NQF level 4.
- Compliance with FAIS legislation for registration as Fit and Proper individuals is required. The specific credit requirements depend on the year of entry into the industry:
- Entrants from 2004 to 2007 must have obtained 30 credits on NQF 4 by 31 December 2009.
- Entrants from 2008 to 2009 must have obtained either 30 or 60 credits on NQF 4 by 31 December 2011 or a full FAIS recognized qualification by 31 December 2013.
- Entrants from 2010 onwards must possess a full FAIS recognized qualification.
- A clear ITC credit record and a clean criminal record are mandatory.
- Possession of an RE 5 qualification is advantageous.
- Prior experience in marketing is preferred.
The role offers significant opportunities for professional growth and development within the financial services sector. Employees will gain valuable experience in marketing and client management, contributing to career advancement prospects.
Interested candidates should ensure they meet the qualification requirements and demonstrate a commitment to professional excellence. Applications can be submitted through the official recruitment channels of the organization, accompanied by relevant documentation verifying qualifications and experience.
