Senior Financial Services Consultant
3 weeks ago
- Determine clients' financial needs and provide personalized advice.
- Assess clients' expenses, income, insurance coverage, and financial objectives.
- Develop and implement customized financial plans to help clients achieve their goals.
- Regularly review and analyze clients' financial data to identify areas for improvement.
- Provide expert advice on insurance coverage, investment planning, and cash management.
Requirements:
- Matric level education.
- 2 years of sales experience.
- RE 5 qualification or equivalent.
- FAIS qualification an added advantage.
- Valid driver's license.
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