Financial Services Consultant
5 days ago
At Numeral XII (Pty) Ltd., we strive to be South-Africa's leading Asset and Fund Management Company.
We offer private investment options, including Private Equity, Global Notes, and insurance products. Our goal is to provide clients with innovative solutions for their financial needs.
To achieve this, we are seeking an experienced Financial Advisor who will be responsible for selling our financial services to new clients and facilitating business growth.
The ideal candidate will have 2 or more years' experience as a Financial Advisor within the financial services industry, life, and investment essential. A Matric/Grade 12 or SAQA Accredited Equivalent is required, along with 120 FAIS credits in Wealth Management, CFP preferred, and RE 5 certificate. A proven sales track record is also essential.
The estimated annual salary for this role is R400,000-R600,000, depending on experience.
The successful candidate will enjoy various benefits, including no desk fees, financial support for the first 3-6 months, 24/7 admin support, monthly commission payments, and access to pre-qualified leads generated by our marketing campaigns. We also provide A-Grade charge-free office space and meeting rooms, as well as training at the company's expense.
The job duties include communicating with clients through phone calls, emails, and personal meetings, presenting our products, conducting sales, analyzing client needs, and developing and maintaining a client network. The successful candidate will work closely with our CRM system to keep client information up-to-date and facilitate lead generation.
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