Financial Advisor
4 months ago
Job Title: Financial Advisor
Location: Throughout South Africa (remote)
About Us: a leading financial services company who’s committed to providing top-notch wealth/estate management 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 in-depth 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
Martic certificate
No criminal record
No previous experience in finance required.
Strong communication and interpersonal skills.
Motivated self-starter 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:
RE5 is a benefit but not a requirement
This is not a call center or telemarketing position; it is a full field agent role.
Pay: R1,00 - R2,00 per month
**Education**:
- High School (matric) (required)
License/Certification:
- Driver’s license (required)
Willingness to travel:
- 75% (preferred)
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