Senior Financial Strategist

2 days ago


Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

We are seeking a motivated and experienced Senior Financial Strategist to join our team at Telesure Investment Holdings. This role will play a crucial part in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions.

Key Responsibilities:
  • Conduct thorough financial needs analysis for clients to understand their goals and objectives.
  • Develop and implement customised financial plans to meet clients short and long term goals.
  • Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
  • Build and maintain strong relationships with clients through proactive communication and exceptional service.
  • Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
  • Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.
Requirements:
  • Minimum 2 years of experience in financial advisory services or sales.
  • Strong understanding of insurance products and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.
  • Education: Bachelor's degree in Finance, Business Administration, or related field (or equivalent). Relevant certifications (e.g., CFP) preferred but not required.

The successful candidate can expect a competitive salary range of R600,000 - R900,000 per annum, depending on experience. Additionally, you will have access to a comprehensive benefits package, including medical aid, retirement fund, and generous leave entitlements.



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