Professional Financial Services Specialist

2 weeks ago


Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full time

At Numeral XII (Pty) Ltd., we are seeking a highly skilled Professional Financial Services Specialist to join our dynamic team. The ideal candidate will possess excellent communication skills, a strong work ethic, and a passion for delivering exceptional results.

Key Responsibilities:

  • Develop and maintain a strong network of industry contacts and represent the organization at relevant events.
  • Source and identify new sales opportunities while promoting the organization and enhancing its reputation.
  • Collaborate with internal specialists to gather and analyze client data, identifying optimal sales solutions and strategies.

Requirements:

  • Matric/Grade 12 or SAQA Accredited Equivalent.
  • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
  • 2 or more years' experience as a Financial Advisor within the financial services industry.
  • RE 5 certificate and proven sales track record.


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