People Advisory Specialist

Environmental Resources Management (Erm); Johannesburg; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An established industry player is seeking passionate financial advisers to help clients achieve their financial goals. This role offers unlimited earning potential and the chance to make a significant impact on people's lives by guiding them through investment, insurance, and retirement planning. With over 65 years of experience, the firm provides comprehensive support and tools to ensure your success. Join a client-centered team where your efforts will be rewarded, and embark on a fulfilling career that not only secures your financial future but also transforms the lives of many families. If you are driven and ready for a challenge, this opportunity is for you.

Benefits

Medical Aid

Income Protection

Life Covers

Comprehensive Support and Training

Qualifications

• Strong background in sales, finance, or customer service.
• Excellent communication and interpersonal skills.
• Self-motivated and goal-oriented with effective marketing skills.

Responsibilities

• Conduct financial assessments and develop tailored strategies.
• Cultivate client relationships through regular communication.
• Stay updated with market trends to provide the best guidance.

Skills

Sales Experience

Financial Knowledge

Customer Service Skills

Interpersonal Skills

Self-Motivation

Marketing Skills

Time Management

Goal Orientation

Education

Relevant Certifications (e.g., RE5, CFP, CFA)

Tools

Laptop (Windows 7 professional and above)

Job description

Introduction

Are you a financial whiz with a passion for helping clients achieve their financial goals?

Do you thrive on challenges and want to be rewarded for your hard work?

If so, we have the perfect opportunity for you! The career you are considering is as rewarding as it is challenging.

The Life Assurance Industry is one you can be proud to work in; it offers an essential service for all people.

Many people are not aware of the importance and value of assurance. You will have the privilege of helping secure the future and dignity of numerous families, by showing them the worth of assurance.

You can also ensure wealth creation for people with our numerous investment, life and risk products.

Why Us:

• We are a trusted Financial Services Provider with a history of over 65 years.
• Unlimited Earning Potential: As a financial adviser with us, your earnings are directly tied to your performance.
• Comprehensive Support: We provide the tools, training, and resources you need to excel in your role.
• Client-Centered Approach: We prioritize our clients' financial well-being, which means you can build lasting relationships based on trust.

Duties & Responsibilities

• Conduct financial assessments for clients and develop tailored risk and investment strategies.
• Help clients to identify and achieve their financial dreams by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace-of-mind for their clients.
• Stay up-to-date with market trends and financial products to provide the best guidance to clients.
• Cultivate and maintain client relationships through regular communication and support.
• Provide excellent service orientation and frequent contact with clients.

Desired Experience & Qualification

• A strong background in sales, finance, customer service or related fields.
• Excellent interpersonal and communication skills.
• Self-motivated, driven, and goal-oriented.
• Relevant certifications (e.g., RE5, CFP, CFA) are a plus.
• Successful track record in terms of previous positions.
• Impeccable work ethics.
• Ability to work autonomously.
• Effective Marketing and Networking Skills.
• Ability to plan and manage time effectively.
• Target Driven.
• Laptop (Windows 7 professional and above).

Package & Remuneration

Your income will be Commission driven. The various components of your Commission are First Year Commission, Renewal Commission and Automatic Contribution Increase Commission. We also offer corporate benefits such as medical aid, income protection, life covers just to name a few. Each component of the value proposition will be discussed in more detail at the offer stage.

Interested?

If you're ready to take control of your financial future while helping others secure theirs, we'd love to hear from you. Join our team and embark on a rewarding career as a financial adviser with unlimited earning potential. Make a difference in people's lives while securing your own financial success.