Professional Financial Services Specialist
6 days 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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