Financial Services Professional
2 months ago
The Financial Advisor position at Emporium Human Capital is a dynamic opportunity for a skilled professional to champion our valued customers in achieving their lifetime goals. As a Financial Advisor, you will be responsible for identifying customers' financial needs, providing sound financial advice, and recommending and implementing tailored financial plans and solutions.
Key Responsibilities- Customer Relationship Management: Build and maintain strong relationships with customers to understand their financial goals and objectives.
- Financial Needs Analysis: Conduct thorough financial needs analyses to identify customers' financial requirements and provide personalized recommendations.
- Financial Planning and Advice: Develop and implement comprehensive financial plans and provide ongoing advice to customers.
- Lead Generation and Business Development: Generate leads through networking and relationship building, resulting in ongoing customer interaction and relationship management.
- Industry-Leading Tools and Technology: Utilize our cutting-edge financial planning and analysis tools to provide exceptional customer service.
- Flexible Commission Structure: Enjoy a negotiable commission earning structure that rewards your hard work and dedication.
- Regulatory Compliance: Operate under our license (FSP 703) and benefit from streamlined compliance processes.
- Holistic Advice: Offer comprehensive financial solutions that cater to customers' diverse needs.
- Investment Expertise: Leverage our market-leading investment solutions to provide customers with tailored investment strategies.
- Support and Training: Benefit from ongoing training, process support, and administrative assistance to ensure your success.
- Entrepreneurial Environment: Work in a dynamic, entrepreneurial environment that fosters innovation and growth.
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months experience in life insurance sales
- Must have a driver's license and own a car
- Must meet the FAIS Fit and Proper requirements
- Regulatory Examination/RE5 essential
- Completed FSB recognized qualification
- Class of Business (COB)
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