Financial Advisor

2 weeks ago


Cape Town, Western Cape, South Africa SureX Full time

Job Overview:

Date Posted:

Posted 22 hours ago-
Location: Cape Town, Western Cape-
Job Title: Financial Advisor-
Education Level: High School / Matric-
Job Level: Junior-
Minimum Experience: 0 - 1 Years
Financial Advisor position available in Cape Town
:

We are a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry.

Key Responsibilities:

  • Provide comprehensive financial advisory services to clients, helping them achieve their wealth management goals.
  • Conduct indepth financial analyses to assess clients' needs and develop tailored financial plans.
  • Educate clients on various insurance products, and retirement planning strategies.
  • Build and maintain strong client relationships through proactive communication and personalized service.
  • Stay updated on industry trends, market developments, and regulatory changes to provide informed recommendations to clients.

Requirements:

  • Own vehicle
  • Own laptop / tablet
  • Matric certificate
  • No criminal record
  • No previous experience in finance required.
  • Strong communication and interpersonal skills.
  • Motivated selfstarter with a passion for helping others achieve financial success.
  • Ability to work independently and as part of a team.
  • Excellent organizational and time management skills.
  • Must be located in South Africa and legally eligible to work.

Additional Information:

  • This is not a call center or telemarketing position; it is a full field agent role.

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