Financial Services Sales Consultant

6 months ago


Roodepoort, South Africa Octogen Pty Ltd Full time

Are you passionate about the Financial Services industry? We are looking for a vibrant person who has a passion about helping people lead a financially healthy lifestyle.

**Responsibilities**:
*
- Talking to clients to determine their expenses, income and gather information needed to develop a financial budget
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.

**Requirements**:

- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.

**Job Types**: Full-time, Permanent

**Salary**: from R4500 per month

**Job Types**: Full-time, Permanent

**Salary**: From R4 500,00 per month

**Education**:

- High School (matric) (required)

**Experience**:

- Finance: 2 years (preferred)

License/Certification:

- Debt Counselling (preferred)
- RE5 (preferred)



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