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Senior Financial Advisor

2 weeks ago

Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time
Company Overview:

We are an independent specialist brokerage offering comprehensive financial solutions to medical practitioners nationwide.

About the Role:

This exciting opportunity is for a self-motivated and dynamic financial advisor to join our growing team. The ideal candidate will have a deep understanding of financial planning and investments, with a passion for delivering exceptional service excellence.

Key Responsibilities:
  • Identify new business opportunities within our existing and new client base.
  • Provide customized financial planning and investment advice to clients based on their individual goals, risk tolerance, and financial situation.
  • Analyse financial data and make recommendations to optimize clients' financial objectives.
  • Assist clients in completing applications and documentation required for insurance underwriting.
  • Continuously monitor and review client portfolios to ensure policies remain relevant and efficient.
Desired Experience & Qualification:

The successful candidate will possess:

  • A minimum of 3-5 years' experience in sales or a related field.
  • A valid driver's license and own vehicle.
  • A clear criminal and credit check.

Qualifications: A minimum of NQF5, RE5, Class of Business Long Term Insurance (non-negotiable), CFP candidates preferred.

Packages & Remuneration:

R15k - R20k + Commission.