Senior Financial Consultant

18 hours ago


Cape Town, Western Cape, South Africa African Ambition Full time

African Ambition is seeking a highly skilled Senior Financial Consultant to join our team. The ideal candidate will have a strong background in financial advisory services, with a proven track record of success in insurance sales and client relationship management.

About the Role

This role involves providing expert financial guidance to clients, helping them navigate complex financial decisions and achieve their goals. You will work closely with clients to understand their needs, develop tailored financial plans, and implement strategies to achieve optimal financial outcomes.

Key Responsibilities
  • Conduct thorough financial analyses to identify opportunities for growth and improvement
  • Develop and implement comprehensive financial plans that align with client goals and objectives
  • Build and maintain strong relationships with clients, providing exceptional customer service and support
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in Finance, Business Administration, or a related field
  • A minimum of 2 years of experience in financial advisory services, with a strong track record of success in insurance sales and client relationship management
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
  • A strong understanding of insurance products and industry regulations
What We Offer

African Ambition offers a competitive salary package, including an estimated $80,000 - $110,000 per year, depending on experience and location. In addition to a generous compensation package, we offer:

  • A dynamic and supportive work environment
  • Ongoing training and professional development opportunities
  • A collaborative team culture that values innovation and creativity


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