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Financial Advisor
2 weeks ago
Job Title: Financial Advisor (Government/Persal)
Location: Durban
Company: SureX Insurance
Job Type: Full-time
Job Summary:
The financial advisor will work closely with clients in the government sector(persal) to understand their financial goals and objectives, and develop comprehensive financial plans to help them achieve those goals. The ideal candidate will have a strong understanding of life insurance products as well as excellent interpersonal skills to build and maintain relationships with clients.
Requirements:
- Experience in the Insurance industry, Banking industry or Financial industry.
- Excellent analytical, communication, and interpersonal skills.
- Ability to work independently and manage multiple client relationships.
- Matric
- RE5 dependent on DOFA
- Own vehicle with drivers license.
- Clear credit and criminal record.
- Laptop and cellphone.
Responsibilities:
- Conduct thorough financial assessments for clients to determine their current financial situation and future goals.
- Develop personalized financial plans that incorporate our insurance options.
- Monitor clients' financial progress and make adjustments to their plans as needed.
- Provide ongoing financial education and guidance to clients.
- Stay up-to-date on market trends to provide clients with the most relevant advice.
- Maintain accurate records of all client interactions and financial plans.
Salary and Benefits:
- Full training on sales, products and financial planning.
- 100% commission structure (uncapped).
- Opportunities for professional development and continuing education.
- Bonus.
If you have a passion for helping individuals achieve their financial goals and possess the skills and experience listed above, we invite you to apply for this exciting opportunity as a financial planner with our company.
