Financial Advisor

Short term insurance giant is looking to hire Financial Advisors. The key purpose of this role is to provide professional financial services to a client or a member The successful candidate will be responsible for sourcing, retaining and growing a membership / client base for eligible professionals though implementation off financial solutions in line with the client’s needs and wants.

Responsibilities:

• Meet clients to understand their objectives
• Prepare and present proposals to existing and potential clients using state of
  the art financial planning tools
• Explain complex information relating to financial planning in a clear and simple
• Way Provide suitable advice to best fit the needs and requirements of graduate
  professionals
• Manage, maintain and build new and existing client relationships
• Adhere to compliance, operational procedures and practice management
  standards
• Stay abreast with product information, performance and industry changes
• Build a professional network and sustainable business within the graduate
  professional market

Qualifications:

• Relevant tertiary qualification
• NQF 6
• CFP Preferable
• RE Completed 
• 2 years’ experience in financial services industry especially in a sales role within risk and
  investment spaces Planning