Financial Advisor

apartmentAfrican Ambition placeJohannesburg calendar_month 

Financial Advisor

Basic +Commission+ Benefits

Location: Gauteng Role

One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors.
  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Securing stocks and bonds and establishing progressive savings accounts
  • Moving money from accounts per industry and federal regulations
  • Performing market research to stay current with financial t rends
  • Preparing financial documents, such as income projections and investment reports
  • Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base.
  • Personal fin ancial advisors assess the financial needs of individuals and help them with decisions on investments and insurance.
  • Advisors help clients plan for short - and long - term goals, such as budgeting for education expenses and saving for retirement through inve stments.

Professional Requirements:

  • Matric Must have access to a car.
  • 3 - year sales experience.
  • Age 27 and above.
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