Financial Services Specialist
4 weeks ago
Numeral XII (Pty) Ltd. is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for selling Discovery products and building new networks.
Key Responsibilities:- Communicate with clients through phone calls, emails, and personal meetings.
- Present the Company's products and conduct sales.
- Analyze client needs and provide advice accordingly.
- Provide feedback on daily activities.
- Develop and maintain client networks.
- Use company resources to analyze client needs.
- Facilitate additional lead generation.
- Work in CRM, keeping client information complete and up to date.
- Undergo necessary trainings and upskilling sessions.
- Matric/Grade 12 or SAQA Accredited Equivalent.
- 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
- 2 or more years' experience as a Financial Advisor in the financial services industry, life and investment essential.
- RE 5 certificates.
- Proven sales track record.
- Ability to work under pressure.
- Self-starter and excellent organizing skills.
- Good verbal and written communication skills.
- Committed and reliable with integrity and honesty throughout.
- Loyalty toward the organization.
- Resilience and optimism.
- Accountability and a team player.
- Good time management skills.
- Problem-solving skills.
- Ability to think out of the box.
We offer a competitive package, including no desk fees, financial support for the first 3-6 months, 24/7 admin support, monthly commission payments, and pre-qualified leads.
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{"title":"Financial Services Specialist"}
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Pretoria, Gauteng, South Africa Staffing 365 Full time{"description":"We are a dynamic and fast-growing group of companies seeking a skilled Financial Services Specialist to join our team. The successful candidate will be responsible for prospecting and closing new business, maintaining existing relationships, and providing expert financial guidance to clients.The ideal candidate will have a full qualification,...
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Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at Numeral XII (Pty) Ltd. As a key member of our sales team, you will be responsible for selling and marketing our products to the public, as well as building and maintaining a network of clients.Key Responsibilities:Reach sales targets and sell Discovery products to the...
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