Wealth Management Professional

3 days ago


Centurion, Gauteng, South Africa Profession Hub Full time
As a Financial Advisor at Profession Hub, you will play a crucial role in helping clients achieve their financial goals. We are seeking a highly skilled professional who is passionate about delivering exceptional results and building strong relationships with clients.

About the Role:
  • Analyzing clients' financial status and providing expert guidance on different insurance services and products.
  • Creating customized financial plans to help clients understand the value of making wise financial decisions.
  • Developing strong relationships with clients and staying up-to-date with their financial status.

Requirements and Qualifications:
  • Valid driver's license with own transport
  • Aged 23+
  • Knowledge of the insurance industry
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Sense of ownership and pride in your performance and its impact on the company's success
  • Critical thinking and problem-solving skills
  • Team player
  • Good time-management skills
  • Great interpersonal and communication skills
  • Analytical thinking skills and the ability to assess clients' needs.
  • Excellent communication abilities, including writing, speaking and active listening.
  • Effective sales, presentation, and customer service skills
  • Good organisation and time management skills

Duties and Responsibilities:
  • Understanding clients' financial needs.
  • Determining clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
  • Answering clients' questions and addressing concerns
  • Advising clients about insurance coverage, investment planning, cash management, or any other areas that can help them reach their financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Managing and regularly updating clients' portfolios.
  • Continuous communication with clients to stay up-to-date with their financial status.
  • Building and maintaining your client base.

Estimated Salary:
$60,000 - $80,000 per annum

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