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Financial Services Representative

2 months ago

Pretoria, Gauteng, South Africa Status Asset Management Full time
About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at Status Asset Management. As an Independent Financial Advisor, you will be responsible for selling our financial services to new clients and facilitating business growth.

Key Responsibilities
  • Client Acquisition: Identify and pursue new business opportunities, building relationships with potential clients and presenting our financial services.
  • Product Knowledge: Develop and maintain in-depth knowledge of our financial products, including Private Equity, Global Notes, and insurance products.
  • Business Development: Collaborate with our marketing team to generate leads and develop strategies to grow our client base.
  • Client Management: Provide exceptional customer service, communicating with clients to understand their needs and delivering tailored solutions.
  • Performance Monitoring: Track and analyze sales performance, identifying areas for improvement and implementing strategies to increase revenue.
Requirements
  • Experience: 2 or more years of experience as a Financial Advisor in the financial services industry, with a strong background in life and investment products.
  • Education: Matric/Grade 12 or SAQA Accredited Equivalent, with a minimum of 120 FAIS credits in Wealth Management and a RE 5 certificate.
  • Skills: Proven sales track record, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
What We Offer
  • Competitive Commission Structure: Earn a competitive commission on sales, with opportunities for bonuses and incentives.
  • Training and Development: Receive ongoing training and support to enhance your skills and knowledge, ensuring you stay up-to-date with industry developments.
  • Collaborative Team Environment: Work with a dynamic and supportive team, sharing knowledge and best practices to drive business growth.