Senior Financial Services Consultant

3 weeks ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time
Key Responsibilities
  • 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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