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Strategic Financial Consultant

2 weeks ago

Roodepoort, Gauteng, South Africa InsidEntity Full time

We are seeking a motivated and experienced Financial Planning Expert to join InsidEntity and provide expert financial guidance to our clients. This role offers a competitive commission structure, with additional benefits including medical aid, a pension fund, and group life benefits.

Key Responsibilities:
  1. Establish and maintain professional relationships with clients to understand their financial goals and objectives.
  2. Gather and analyze client data, including financial status, to develop personalized planning recommendations.
  3. Evaluate financial situations and create customized plans to achieve long-term financial stability.
  4. Present and implement financial planning solutions that meet the unique needs of each client.