Senior Financial Strategist

1 month ago


Roodepoort, Gauteng, South Africa Platinum Talent Full time

Platinum Talent is a renowned recruitment agency specializing in the financial services sector, connecting top talent with esteemed clients. As a Senior Financial Strategist, you will play a pivotal role in delivering exceptional financial advice to clients, aligning with FAIS standards.

This role requires a dedicated professional who can develop and maintain strong relationships with clients, providing tailored financial solutions that meet their unique needs and expectations.

The ideal candidate will possess a deep understanding of the insurance industry, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Job Overview

As a Senior Financial Strategist at Platinum Talent, you will be responsible for:

  • Providing comprehensive long-term financial advice to clients, ensuring compliance with regulatory standards.
  • Developing and maintaining client relationships, fostering trust and loyalty.
  • Building and managing a portfolio of clients, leveraging your expertise to drive business growth.

Your success as a Senior Financial Strategist will be measured by your ability to achieve and exceed targets, demonstrate proactive customer focus, and consistently deliver high-quality financial solutions.

Key Requirements
  • Advanced knowledge of the insurance industry, including products and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Proven track record of achieving sales targets and driving business growth.
  • Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and deadlines.
Compensation and Benefits

We offer a competitive salary package, including:

  • A high-paying commission structure, with opportunities for bonuses and incentives.
  • A dynamic and supportive work environment, with access to ongoing training and development opportunities.
  • A generous benefits package, including office space, equipment, and support.

We are committed to supporting our employees in their careers and personal lives, offering a range of perks and benefits to enhance their overall well-being.

Why Join Us?

At Platinum Talent, we value our employees' contributions and strive to create a positive, inclusive work environment. As a Senior Financial Strategist, you will have the opportunity to:

  • Work with a talented team of professionals, dedicated to excellence in the financial services sector.
  • Develop your skills and expertise through ongoing training and development opportunities.
  • Pursue challenging projects and contribute to the growth and success of our clients.

We invite you to join our team and embark on an exciting career journey as a Senior Financial Strategist at Platinum Talent.



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