Financial Planning Professional
4 days ago
We are seeking a skilled Financial Planning Professional to join our team.
- Identify and develop relationships with potential clients to promote financial products.
- Analyze customer needs and provide tailored solutions to meet their financial goals.
- Stay up-to-date with market trends and regulatory requirements to ensure compliance.
Responsibilities:
- Customer Service: Provide exceptional service to customers while identifying opportunities to secure new business or support retention.
- Solutions Analysis: Analyze specific problems and issues to find the best solutions.
- Data Management: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
- Grade 12 (Matric).
- Valid Driver's license and Own Car.
- FAIS Compliance.
- Clear criminal and credit check.
- Minimum of 3 years working experience (preferably in sales).
- Computer literacy (MS Word, PowerPoint and Outlook).
- Excellent communication skills (written and verbal).
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