Financial Services Professional

1 month ago


Roodepoort, Gauteng, South Africa Platinum Talent Full time

At Platinum Talent, we are seeking a talented Financial Services Professional to join our team of experts in the field of financial solutions. The ideal candidate will have a passion for helping individuals and businesses secure their financial futures.

About the Role
  • This role provides an excellent opportunity to build a successful advisory practice with a leading provider of comprehensive financial solutions.

We are looking for motivated and self-driven individuals who can provide expert financial guidance to clients, ensuring that their financial goals are met with personalized solutions.

Key Responsibilities:
  • Conduct comprehensive financial needs analyses for clients to understand their financial objectives and develop tailored advice on financial planning, insurance, and investment products.
  • Build and maintain long-term relationships with clients by providing exceptional customer service and staying current with industry trends and regulatory updates.
  • Actively source and generate new business opportunities through proactive sales, negotiation, and closing abilities.

The successful candidate will be rewarded with a competitive commission-based income with recurring income potential, comprehensive training and ongoing professional development, and access to a diverse range of financial products.

Requirements
  • Matric (Grade 12) or higher qualification
  • FSCA clearance (essential)
  • Clear credit and criminal record (essential)
  • Own laptop and reliable internet connection
  • Own reliable transportation
  • RE5 qualification (advantageous)
  • Previous financial advisory experience (advantageous)
  • Strong multilingual communication and interpersonal skills
Salary Estimate:

R350,000 - R500,000 per annum



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