Financial Adviser

Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc. Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions Provide the client with information on the performance of the various investment portfolios available Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs Educate Business clients regarding corporate benefit portfolio Provide on-going financial planning advice to retained clients Develop and implement strategies to obtain and manage business opportunities arising within assigned corporate accounts Manage and strengthen relationships Resolve client concerns, queries and/or complaints Benefits: Flexible working hours Training and development (product, systems, and sales). You will receive training from professional Trainers as well as your manager and will therefore get training from someone who has experienced the industry firsthand Competitive commission based on achieving set sales targets (your effort matches your remuneration) Opportunity to join a well-established, reputable brand APPLY NOW Desired Experience & Qualifications: The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure. The ability to work productively alone as well as in a team within a competitive environment is required Ability to network and prospect to grow client base A professional appearance and good communication and interpersonal skills is essential. Experience in the sales sector is needed. Reaching sales targets is imperative. A tertiary qualification is an advantage Own transport is non-negotiable. Clear credit and criminal record are important.

Location: Pietermaritzburg, ZA

Posted Date: 10/27/2024