Dynamic Financial Advisor: Grow Clients, Craft Plans

Metropolitan; Uniondale; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Uniondale seeks a professional to attract and retain clients by selling products that meet their financial needs. Candidates should have a Matric/N4 Equivalent Qualification and 5 years of experience or 1-2 years with an undergraduate degree. Strong computer literacy skills and fluency in English are essential, along with a driver’s licence being desirable. Responsibilities include client engagement and meeting sales targets.

Qualifications

• 5 years’ experience with matric is required.
• 1-2 years’ experience preferred for individuals with an undergraduate degree.
• Driver's licence is desirable.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to compliance requirements.

Skills

Strong computer literacy skills

Fluency in English

Education

Matric/N4 Equivalent Qualification

Relevant regulatory examinations

Job description

A financial services company in Uniondale seeks a professional to attract and retain clients by selling products that meet their financial needs. Candidates should have a Matric/N4 Equivalent Qualification and 5 years of experience or 1-2 years with an undergraduate degree. Strong computer literacy skills and fluency in English are essential, along with a driver’s licence being desirable. Responsibilities include client engagement and meeting sales targets.