Senior Financial Advisor

1 month ago


Roodepoort, South Africa Platinum Talent Full time
Job Description

Our client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.

They are committed to helping individuals and businesses secure their financial futures with tailored financial advice.

  • We are recruiting motivated, ambitious, and self-driven individuals for the position of Financial Advisor.
  • This role provides an excellent opportunity to build a successful advisory practice, offering the flexibility of a hybrid working model and the potential for recurring income.
  • The primary focus will be on providing expert financial guidance to clients, ensuring that their financial goals are met with personalized solutions.


Requirements
  • Matric (Grade 12) or higher qualification
  • FSCA clearance (essential)
  • Clear credit and criminal record (essential)
  • Own laptop and reliable internet connection
  • Own reliable transportation
  • RE5 qualification (advantageous)
  • Previous financial advisory experience (advantageous)
  • Strong multilingual communication and interpersonal skills
  • Excellent sales, negotiation, and closing abilities
  • Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities:

  • Conduct comprehensive financial needs analyses for clients.
  • Offer tailored advice on financial planning, insurance, and investment products.
  • Build and maintain long-term relationships with clients
  • Continuously review and adjust clients' financial strategies as their needs evolve.
  • Actively source and generate new business opportunities.
  • Stay current with industry trends, product knowledge, and regulatory updates.
  • Attend regular meetings and training sessions at the client’s West Rand office.


Benefits
  • Hybrid work model (office and remote)
  • Commission-based income with recurring income potential (subject to terms and conditions)
  • Comprehensive training and ongoing professional development
  • Access to a diverse range of financial products
  • Supportive work environment and access to a mentor network


Requirements
> Financial Advisor & Broker Experience advantageous > Educational Background: Valid Matric or equivalent qualification. > Licensing: Valid driver’s license and reliable vehicle as travel to meet clients is essential. >Tech-Savvy: Own a laptop or tablet for conducting and managing work efficiently. > Presentation: Well-presented, professional demeanour with bilingual proficiency. > Personal Traits: Driven, self-motivated, and committed to maintaining a clear credit and criminal record. > Flexibility: Willingness to travel as required to provide exceptional client service. > Willingness to learn: In-depth training for product and sales will be offered on a continuous bases to ensure you achieve maximum potential
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