Professional Financial Services Specialist
2 weeks ago
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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{"title":"Financial Services Specialist"}
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Pretoria, Gauteng, South Africa Staffing 365 Full time{"description":"We are a dynamic and fast-growing group of companies seeking a skilled Financial Services Specialist to join our team. The successful candidate will be responsible for prospecting and closing new business, maintaining existing relationships, and providing expert financial guidance to clients.The ideal candidate will have a full qualification,...
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