Financial Advisor: Build Plans & Grow Client Wealth

Momentum; East London; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in East London is looking for a motivated individual to attract, acquire, and retain clients by selling financial products. The ideal candidate should possess a matric/N4 qualification, with 5 years of experience in financial services, or 1-2 years for those with an undergraduate degree. Strong computer skills and fluency in English are essential. This role offers the opportunity to create personalized financial and investment plans for clients.

Qualifications

• 5 years' experience for individuals with matric.
• 1-2 years' experience for individuals with undergraduate degree (preferred).
• Driver's license (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.

Skills

Strong computer literacy

Fluency in English

Numerical reasoning ability

Sales behaviors

Education

Matric/ N4 Equivalent Qualification

Relevant regulatory examinations

Job description

A leading financial services company in East London is looking for a motivated individual to attract, acquire, and retain clients by selling financial products. The ideal candidate should possess a matric/N4 qualification, with 5 years of experience in financial services, or 1-2 years for those with an undergraduate degree. Strong computer skills and fluency in English are essential. This role offers the opportunity to create personalized financial and investment plans for clients.