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Financial Services Specialist Johannesburg
1 week ago
This position involves providing professional financial services to clients or members. The ideal candidate will have experience in sales roles within the risk and investment spaces, as well as knowledge and understanding of the dynamics of the professional client market. Key responsibilities include providing advice, preparing proposals, meeting clients, explaining complex information, managing client relationships, and adhering to compliance standards.
Key Skills and Qualifications:
- Formal qualifications: Matric (Grade 12), relevant commercial/legal/industry-specific NQF level 6 tertiary qualification, RE5 completed, successful completion of supervisory process, FAIS fit and proper and accredited, postgraduate diploma in financial planning advantageous, CFP advantageous.
- Experience: 2 years' experience in the financial services industry in a sales role within the risk and investment spaces, 2 years' experience in financial planning, knowledge and understanding of the dynamics of the professional client market, experience and track record in high-performance sales environments.
