Advisory Solutions Specialist
2 days ago
We are seeking an Advisory Solutions Specialist to join our team at Platinum Talent ZA. The ideal candidate will have extensive knowledge in creating financial plans and delivering personalized advisory solutions to clients.
Main Responsibilities:- Conduct thorough financial needs analyses for clients.
- Provide tailored advice on financial planning, insurance, and investment products.
- Develop and maintain long-term relationships with clients.
- Regularly review and adjust clients' financial strategies as their needs change.
- Identify and pursue new business opportunities.
- Stay up-to-date with industry trends, product knowledge, and regulatory requirements.
- Matric (Grade 12) or higher qualification.
- RE5 or Bachelor's degree in Finance or related field.
- 3+ years of industry experience.
- Strong understanding of the investment business.
- Excellent communication and multilingual skills.
- Class of Business qualifications (COB).
- Flexible work arrangement (office and remote)
- Commission-based income with recurring income potential
- Ongoing training and professional development opportunities
- Access to a wide range of financial products
- A supportive work environment and access to a mentor network
Mid-Senior level
Work Type:Full-time
Job Category:Sales, Business Development, and Consulting
Industries:Financial Services and Insurance
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