Sales Advisors

2 weeks ago


Durban, South Africa Micah Govender Developments Full time

Job brief

**Responsibilities**:

- Provide strategic advice across a variety of financial products and services
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals

**Qualifications**:
1. Grade 12 or equivalent (Essential)
2. RE5 Certificate definite advantage
3. 120 FAIS credits / NQF 5 or working towards a recognised qualification definite advantage
4. Driver’s license and own vehicle (Essential)



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