Aspiring Financial Advisor (Umhlanga, Phoenix, Avoca, KwaMashu and Surrounds)

SUMMARY:
Aspiring Financial Advisor (Umhlanga, Phoenix, Avoca, KwaMashu and Surrounds)

POSITION INFO:
We are seeking Aspiring Financial Advisors to join our dynamic team. This role requires individuals who can thrive both independently and within a team environment, consistently delivering business in line with company targets. Key Responsibilities Source and manage lead generation opportunities to maintain a strong income pipeline. Conduct comprehensive needs analyses to provide professional, advice-led solutions. Maintain and update the Lead Generation Matrix weekly . Stay informed on product developments and competitor offerings. Ensure compliance with FAIS codes of conduct, insurance regulations, and ethical standards. Deliver against agreed performance metrics and KPIs. Uphold professional appearance and conduct at all times. Competencies Prospecting and pipeline management expertise Strong relationship-building and networking skills. Excellent communication (verbal & written) Trustworthy, client-centric, and results-driven Skilled in outbound sales\/cold calling Resilient, adaptable, and entrepreneurial mindset Negotiation and retail sales skills Risk awareness and attention to detail Experience & Qualifications Matric\/Grade 12 2-3 years' proven experience in face-to-face external sales Proficiency in MS Office (Excel, Word, PowerPoint) and calendar management Active social media presence for networking purposes Own reliable vehicle and valid driver's license