Strategic Client-Focused Financial Advisor

Liberty ECM; Gauteng; On-site; ZAR 223,200 - 334,800; Full time

Job summary

A leading financial solutions company seeks a confident and driven individual to provide financial solutions and benefits to clients while growing the business. The role involves analyzing client needs, managing long-term relationships, and ensuring compliance with policies. Candidates should have a Grade 12 education and preferably a FAIS recognized qualification. Strong interpersonal, communication, and client-centric skills are essential, along with a commitment to achieving results.

Qualifications

• Grade 12 is essential for this position.
• FAIS recognized qualification must be obtained within 6 years of DOFA.
• Desirable experience in telephone and face-to-face sales.

Responsibilities

• Manage long-term client relationships to meet evolving needs.
• Identify opportunities for organizational growth.
• Continuously review client portfolios to provide suitable solutions.

Skills

Verbal and Written Communication

Integrity

Interpersonal Skills

Resilience and Stress Tolerance

Flexibility

Drive and Commitment

Persuasiveness

Client Centricity

Following Instructions and Procedures

Learning Potential

Planning and Organizing

Relationship Building

Business Acumen

Education

Grade 12

FAIS recognized qualification within 6 years of DOFA

Job description

A leading financial solutions company seeks a confident and driven individual to provide financial solutions and benefits to clients while growing the business. The role involves analyzing client needs, managing long-term relationships, and ensuring compliance with policies. Candidates should have a Grade 12 education and preferably a FAIS recognized qualification. Strong interpersonal, communication, and client-centric skills are essential, along with a commitment to achieving results.