Financial Advisor
1 day ago
**Job Title**: Financial advisors
**Reports to**: Sales Team Leader
**Contract Type**: Full Time - Independent contractor
**Expected start date**: April
**Monthly salary**: commission only (commission advance for the first three months)
Key Responsibilities
- Understand client’s needs and financial objectives
- Provide full support and solutions to meet client’s needs and financial objectives
- Analyze and interpret product summaries and performance reports
- Research potential leads from business directories, web searches, or digital resources
- Cross and upsell products (Funeral, Life, Medical, Investment products etc.)
- Attend regular training
- Meet and exceed sales target
- Identify places for marketing drives
- Create and maintain a list/database of prospective clients
- Analyze the financial implications of acquiring or cancelling of insurance products
- Recommend adjustments to client portfolios based on socio-economic life changes
- Build and retain clients by maintaining constant contact and providing excellent customer service
- Document sales by creating and updating client profile records
- Maintain honesty, integrity, and client confidentiality
- responsive management team
Minimum Requirements
Matric or equivalent
Yes
RE5
No but advantageous
Sales experience
12 months
Insurance experience
No but advantageous
Valid driver’s license and own car
No but advantageous
Own Smart Phone
Yes
Own laptop
Yes
Clear criminal record
Yes
Target driven
Yes
Ability to commute/relocate:
- Centurion, Gauteng: Reliably commute or planning to relocate before starting work (required)
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