Financial Services Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa Nexus Employment Professionals Full time
Unlock Your Financial Potential

Are you a self-motivated individual who thrives in an autonomous environment? Do you derive satisfaction from helping others achieve their financial goals?

Nexus Employment Professionals is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial objectives and create personalized plans to achieve them.

Key Responsibilities:

  • Contact clients to discuss their financial goals and provide tailored financial services.
  • Design debt liquidation plans that cater to individual needs.
  • Interact with clients to determine their financial objectives, income, and expenses to design suitable financial plans.
  • Offer recommendations on cash management, investment choices, and insurance coverage.
  • Conduct assessments to determine an individual's or company's net worth and financial status.
  • Conduct market research to gather information useful in providing effective financial services.
  • Handle client complaints and assist with the resolution of financial issues.
  • Conduct reviews of clients' financial performance to determine the need for plan adjustments.
  • Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies.
  • Contact clients' creditors to arrange a payment plan suitable for both parties.
  • Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand clients' financial objectives.
  • Recommend or help clients select suitable investments.
  • Conduct negotiations with product suppliers to reach favorable price bargains.
  • Evaluate funds required to provide student grants for education.
  • Organize seminars on financial planning topics such as retirement planning and investment.

Benefits:

  • Lucrative commission structure.
  • 100% commission.
  • Petrol vouchers.
  • Mentorship program with a high succession rate.
  • Opportunity to build your own company.
  • Access to tools and systems.
  • Excellent recognition.
  • Flexibility.
  • Great company culture.


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