Financial Services Specialist
2 weeks ago
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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