Financial Advisor

Recruiter:

Energy At Work

Job Ref:

3860214104

Date posted:

Saturday, May 28, 2022

Location:

Johannesburg, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

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

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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