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Financial Services Expert

1 week ago

Johannesburg, Gauteng, South Africa Future Careers Full time

We are seeking a highly motivated and skilled Financial Advisor to join our team. As a Financial Advisor, you will play a key role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions.

You will be responsible for conducting thorough financial needs analysis, developing customised financial plans, and providing ongoing support and guidance to clients. You will also be expected to build and maintain strong relationships with clients, stay informed about industry trends and regulations, and collaborate with team members to achieve collective goals.

To be successful in this role, you will need to possess excellent communication skills, a high level of motivation, and a passion for providing exceptional service to clients. We require at least 2 years of field sales experience, possession of RE5 and full FAIS credits, a Matric/Grade 12 qualification, and own vehicle with license.

Key Responsibilities
  • Conduct thorough financial needs analysis for clients
  • Develop and implement customised financial plans
  • Provide ongoing support and guidance to clients
  • Build and maintain strong relationships with clients
  • Stay informed about industry trends and regulations
  • Collaborate with team members to achieve collective goals