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Vesting Specialist
Job Ref
240598
Job Type
Permanent
Employer Type
Recruitment Agency
Date Added
11 Apr 2014
Expiry Date 9 May 2014
Expiry Date 9 May 2014
* This is an Affirmative Action position.
* There have been no applications to this job.
* This job has been viewed 778 times.
Employer:
The Cozens Recruitment Group
Location:
Gauteng
Salary:
Negotiable
Benefits:
Role details:
Activity, productivity and performance management of newly appointed advisers
Up skilling newly appointed advisers on Products, technical knowledge, systems, processes, compliance, legislation, etc.
Focused Coaching and Vesting to ensure that the financial advisers undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity
Recruitment of financial advisers
- - - - - - - - - - - - - -
Requirements: Qualifications:
Matric
CFP/RFP3
Management/Coaching Diploma
RE 1
120 Industry Credits
Experience:
Extensive experience in a marketing/sales
Previous management role.
Financial Services experience, preferably having been a FA with 3 5 years experience with a proven track record.
Knowledge:
Financial Services Industry Knowledge;
Financial Services Product Knowledge (Sanlam and competitors)
Legal technical Knowledge (financial advice related and product related),
Financial/Assurance products-(broad and background)
Management & developmental skills to manage/coach staff
Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
Marketing/selling knowledge/skills (including 6 step sales cycle)
Activity and performance management
Analyse new business trends
Distribution Academy training program/courses
Fit & proper from a FAIS perspective to act as supervisor
Competencies
Coaching
Communication
Business Acumen
Results Driven
Technical Knowledge
Work Standards
Task Structuring
Continuous Learning
Decision Making
Treating Customers Fairly