Selling a range of investment or risk  products to individuals and high net worth clients.

Prospecting, converting, servicing, and growing your own investment portfolio.

Meet and exceed monthly and quarterly sales targets.

Navigate investment-related regulatory requirements including Regulation 28, FSCA, FAIS, and TCF

Leverage the organisations digital platform and product specialist support to maximise productivity

Minimum 2 years' experience selling investment of risk products with an active, demonstrable book NQF Level 5 financial qualification FAIS compliant — RE5 and/or FSCA-recognised tertiary qualification CFP designation is a strong advantage Proven track record of meeting and exceeding sales targets in a competitive environment Strong ability to grow and retain high-net-worth client relationships