Financial Leadership Consultant

1 month ago


Port Elizabeth, Eastern Cape, South Africa Afro Miaki Group PTY Full time
Financial Advisor Role Overview

The Afro Miaki Group PTY seeks a talented Financial Advisor to champion the financial goals of our valued customers. This role involves identifying client financial needs, providing expert advice, and implementing personalized financial solutions. To succeed, you must be skilled at networking and relationship building, with a strong ability to work independently and as part of a team.

Key Responsibilities
•⁠ Identify and understand client financial needs and preferences
•⁠ Provide expert financial advice and guidance
•⁠ Develop and implement tailored financial plans and solutions
•⁠ Build and maintain strong relationships with clients and colleagues
•⁠ Generate new business opportunities through networking and relationship building

Requirements
•⁠ Senior Certificate (Matric / Grade 12/ NQF 4)
•⁠ 24 months experience in life insurance sales
•⁠ Must have a drivers license and own car
•⁠ Must meet the FAIS Fit and Proper requirements
•⁠ Regulatory Examination/RE5 essential
•⁠ Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)
•⁠ Class of Business (COB)

What We Offer
•⁠ Opportunity to work with a dynamic and growing company
•⁠ Competitive commission structure
•⁠ Ongoing training and development opportunities
•⁠ Collaborative and supportive team environment

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