Financial Advisor
3 days ago
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Direct message the job poster from Liberty Group South Africa
Sales Leader and Financial Advisor - Cornerstone Advisory ServicesThe ideal candidate will deliver personalized Insurance and investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
- Provide comprehensive financial planning support to clients
- Constant client engagement and established network
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Technological proficiency
Qualifications
- Bachelor's degree in Finance or related field
- 3+ years of industry experience
- Strong industry understanding and compliant (RE5 and COB certificates where applicable)
- Excellent interpersonal skills and a large network base
Mid-Senior level
Employment TypeFull-time
Job FunctionFinance and Sales
IndustriesInsurance
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