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Financial Services Sales Consultant

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Durban, South Africa Octogen Pty Ltd Full time

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy.

**Financial Advisor 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.

**Minimum Requirements**:

- Grade 12
- Bachelor's degree in business, finance, or related field (Advantage)
- 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**: R5,500.00 fixed for the first 3 months with commission. The salary will be commission based after the 3 months fixed period.

**Job Type**: Permanent

**Salary**: R5,500.00 per month

COVID-19 considerations:
Employees are provided with laptops and data to perform their duties.
Should an office close due to COVID-19, employees will be able to work remotely.