Senior Financial Services Professional

2 months ago


Centurion, Gauteng, South Africa Profession Hub Full time
Job Description

At Profession Hub, we are seeking a skilled and results-driven Senior Financial Services Professional to join our team.

Role Overview: As a Senior Financial Services Professional, you will play a vital role in helping clients achieve their financial goals by providing expert guidance on various financial services and products.

Key Responsibilities:

  • Analyse clients' financial situations to understand their needs and provide tailored solutions.
  • Develop and implement comprehensive financial plans that cater to clients' objectives and risk tolerance.
  • Provide expert advice on insurance coverage, investment planning, cash management, and other areas relevant to clients' financial well-being.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
  • Manage and regularly update clients' portfolios to ensure alignment with their financial goals.
  • Maintain ongoing communication with clients to stay informed about their financial status and make adjustments as needed.
  • Build and maintain a strong client base through exceptional service and relationship-building skills.

Requirements and Qualifications:

  • Valid driver's license with own transportation.
  • Aged 23+ years old.
  • In-depth knowledge of the insurance industry.
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
  • Sense of ownership and pride in your performance and its impact on the company's success.
  • Critical thinking and problem-solving skills.
  • Team player with excellent interpersonal and communication skills.
  • Good time-management skills and analytical thinking abilities.
  • Excellent communication, sales, presentation, and customer service skills.

Salary: The estimated salary for this position is $80,000 - $110,000 per annum, commensurate with experience and qualifications.



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