Financial Advisor
African Ambition Johannesburg R 180/year
Financial Advisor
Gauteng, Johannesburg
Basic Salary: R15 000
Our client in the insurance Sector is looking for a Financial Advisor who will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. They are seeking motivated professionals with a proven record of accomplishment in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.
Role:
- Conduct thorough financial needs analysis for clients to understand their goals and objectives.
- Develop and implement customised financial plans to meet clients short and long term goals.
- Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
- Build and maintain strong relationships with clients through proactive communication and exceptional service.
- Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
- Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.
- Short term Insurance/ Long Term Insurance
- Commercial Sales
- Life Investment
- Wealth Investment
Professional Requirements:
- RE 5
- Bachelor''s degree in Finance, Business Administration, or related field (for recent graduates).
- Minimum 2 years of experience in financial advisory services with proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
Send CV to
African AmbitionJohannesburg
RE 5
• Bachelor's degree in Finance, Business Administration, or related field (for recent
• graduates).
• Minimum 2 years of experience in financial advisory services with proven track
• Record of success in insurance sales and client...
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