Key Financial Solutions Specialist

6 days ago


Pretoria, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time
Job Title: Key Financial Solutions Specialist

We are seeking a highly skilled Financial Sales Consultant to join our team at IWCP : Insurance & Wealth Creation Professionals. This is a fantastic opportunity for individuals looking to expand their network and manage high-value clients.

Schedule and lead client consultations, conducting in-depth financial needs analyses and offering expert advice tailored to client requirements. A key focus area will be expanding and managing a network of high-value clients.

In this role, you will have the chance to work with a variety of clients, each with unique financial goals and objectives. Your task will be to schedule and lead client consultations, conduct thorough financial needs analyses, and provide expert advice that aligns with each client's specific needs.

To succeed in this position, you must have excellent communication skills and be able to build strong relationships with clients. You should also be knowledgeable about accounting and financial services, as well as possess strong analytical skills.

The ideal candidate will have a matric certificate or equivalent, own a reliable vehicle, and have a laptop. Additionally, they must have a clean criminal record and satisfactory credit history.

We offer an estimated salary of R 120,000 per annum, commensurate with experience. If you're motivated, enthusiastic, and have a passion for financial services, we encourage you to apply for this exciting opportunity.

We value diversity and inclusion at IWCP : Insurance & Wealth Creation Professionals. We strive to create a workplace that is welcoming and respectful to all employees, regardless of their background, culture, or identity.



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