Life Risk Advisor: Build Lasting Client Portfolios

Absa Group; George; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a supportive team environment.

Qualifications

• Proven experience in establishing professional relationships.
• Understanding of regulatory compliance standards (FAIS, FICA).
• Ability to conduct comprehensive financial assessments.

Responsibilities

• Identify clients' financial needs and recommend suitable products.
• Maintain client portfolios and ensure regulations are followed.
• Achieve sales targets and report to regional management.

Skills

Client relationship management

Financial Needs Analysis

Sales skills

Education

Further Education and Training Certificate (FETC) in Business, Commerce and Management Studies

Job description

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a supportive team environment.