Financial Services Specialist

2 weeks ago


Worcester, Western Cape, South Africa MMI Holdings Ltd Full time
Role Overview

We are seeking a skilled Financial Advisor to join our team at MMI Holdings Ltd. In this role, you will be responsible for providing expert financial advice and guidance to clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Client Acquisition and Retention: Attract and retain clients by selling company products and providing exceptional customer service.
  • Financial Analysis and Planning: Conduct thorough financial analyses to understand clients' needs and develop personalized financial plans.
  • Product Sales and Distribution: Sell insurance products and other financial solutions to clients, ensuring that they are well-informed and empowered to make informed decisions.
  • Compliance and Regulatory Requirements: Maintain up-to-date knowledge of relevant legislation and regulatory requirements, ensuring that all financial advice and product sales are compliant.
  • Continuous Professional Development: Stay current with industry trends and developments, enhancing your skills and expertise to provide the highest level of service to clients.
Requirements
  • Qualifications: Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification.
  • Experience: 1-2 years' experience in a financial advice rendering role.
  • Certifications: Certificate of proficiency in Insurance or equivalent qualification.
  • Interpersonal and Communication Skills: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.


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