Financial Services Sales Consultant

2 weeks ago

Nelspruit, South Africa Octogen Pty Ltd Full time

We are looking to hire a vibrant and passionate financial advisor to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy.

**Financial Advisor Responsibilities**:
*
- Talking to clients to determine their expenses, income and gather information needed to develop a financial budget
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.

**Requirements**:

- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.

**Job Types**: Full-time, Permanent

**Salary**: R5,500.00 - R20,000.00 per month

**Salary**: R5,500.00 - R7,500.00 per month

Ability to commute/relocate:

- Nelspruit, Mpumalanga: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- High School (matric) (required)

**Experience**:

- Financial services sales: 2 years (required)

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