Senior Financial Advisor

2 months ago

Umhlanga, South Africa YC Consulting (Pty) Ltd Full time

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

**Requirements**:

- Matric (copy of certificate must be submitted with CV)
- RE5 with 2 years industry experience
- Vehicle
- Clear criminal and ITC
- Sales experience preferable
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)

**Role**
- This role requires networking and prospecting to secure new clients.
- Set up appointments and meet with clients to establish their specific needs.
- Building and maintaining your client base
- Good networking abilities
- Manage and regularly update clients’ portfolios.
- 2 or more years Sales experience
- Network of clients
- Examine and suggest financial needs and opportunities.
- Customize financial solutions according to clients changing needs.

**Key Success Factors**:
To excel in this role, you should have:

- A Commission-Driven Mindset: The ability to maximize your income in a commission-based environment.
- Prospecting and Networking Skills: Proficiency in networking, prospecting, and lead generation.
- Strategic Campaigning: The capability to design and execute focused campaigns.
- Financial Needs Analysis: Proficiency in conducting comprehensive financial needs analysis using the latest tools and systems.
- Sound Financial Planning: A talent for providing clients with expert personal financial planning advice.
- Service Excellence: A commitment to delivering unparalleled, value-added service.
- A Drive for Continuous Learning: An eagerness for continuous self-improvement.

Why Choose Us:

- Limitless Earning Potential: Join an 80% commission-based structure with unrivalled earning opportunities.
- Exclusive Vesting Bonus: Enjoy a special bonus program for your first 24 months.
- Yearly Production Bonus: Incentives that align with your outstanding performance.
- Complete Benefits Package: Access to medical aid, pension, Group Life cover, and more.
- Robust Support Network: Leverage Key Accounts Specialists, Advice and Legal Specialists, as well as our Academy for continuous training with bursaries for industry-relevant courses.
- Recognition and Rewards: Multiple programs in place to celebrate and reward your achievements.

**Salary**: From R8,000.00 per month

Application Question(s):

- Do you have a vehicle?

**Education**:

- High School (matric) (required)

**Experience**:

- Sales: 2 years (required)

License/Certification:

- RE5 with two years industry experience (required)

Ability to Commute:

- Umhlanga, KwaZulu-Natal (required)

Willingness to travel:

- 100% (required)

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