Expert Financial Consultant
1 month ago
We are seeking a highly motivated and driven individual to join our team as an Expert Financial Consultant.
About the Role:
As an Expert Financial Consultant, you will be responsible for providing holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs.
Your key responsibilities will include:
- Sourcing, developing, and cultivating your own client base through networking, referrals, and prospecting.
- Meeting clients in person to provide them with financial planning advice and solutions.
- Providing ongoing financial planning advice to retained clients.
- Developing and implementing strategies to obtain and manage business opportunities arising within private and corporate accounts.
Requirements:
To succeed in this role, you will need:
- A matric certificate.
- A tertiary qualification is desirable.
- An owned vehicle and a valid driver's license.
- The ability to work independently.
- Excellent networking, prospecting, and relationship-building skills.
- A clear criminal and credit record.
Benefits and Remuneration:
Salary R350,000 - R500,000 per annum. Additional benefits and remuneration packages will be discussed during the interview process.
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