Financial Solutions Strategist
4 days ago
As an accredited Financial Advisory Specialist, you will provide pro-active, on-demand financial services and advice to clients within a specific and qualified client market, assisting them to structure their wealth and ensure a secure financial future for themselves and their families.
Duties & Responsibilities:
- Maintain superior service delivery to your clients through building strong client relationships.
- Offer sound professional advice that delivers financial solutions in line with the client's financial goals, the client value proposition, and compliance frameworks.
Minimum Requirements:
- Minimum 2 - 5 years work experience
- Minimum of a Grade 12 / Matric
- A Bachelor's Degree is an advantage
- A high-flying entrepreneur driven by the challenge of a sales environment
- Willing to commit to a self-development learning path
- Own car and a valid driver's license essential (non-negotiable)
- Clear credit and criminal records
- Strong client relationship-building skills
Benefits:
- Access to trained and skilled administration staff in our Biz Hubs
- Ability to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
- Numerous attractive incentive and rewards programs
- Various group benefits
- Future mentorship agreements with Business Specialists who are experts in their field
- Great, friendly, and supportive working environment
- Unlimited earning potential
- Earn remuneration from nine different income streams
- Modern rustic style office space at convenient locations
- A dynamic team and professional environment
We estimate the annual salary for this position to be around R600,000-R800,000, based on industry standards and requirements. This figure may vary depending on individual performance and experience.
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