Wealth Advisory Consultant – Financial Services

Placements24; Pretoria; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive base salary pluscommission

Medical aid and retirement

Extensive training and professional发展

Reputable firm in Gauteng

Supportive team environment

Job summary

Placements24 in Pretoria is seeking a dedicated Sales Consultant specializing in Financial Services to advise clients on a range of products and help them reach financial goals.

You will build lasting client relationships, stay up-to-date on markets and regulations, and work ethically to protect clients' best interests. The role offers a base salary with commission, comprehensive benefits, and strong training in a reputable Gauteng firm.

Qualifications

• Proven experience in sales within the Financial Services industry.
• Strong knowledge of investment products, insurance, and retirement planning.
• Excellent communication, interpersonal, and client relationship management skills.
• Certifications (e.g., RE1, NQF Level 5) are highly desirable.
• Ability to work independently and as part of a collaborative team.
• A commitment to ethical conduct and client advocacy.

Responsibilities

• Consult with clients to understand their financial situation, goals, and risk tolerance.
• Recommend and sell appropriate financial products, such as investments, insurance, and retirement plans.
• Provide ongoing financial advice and support to clients to help them manage their wealth effectively.
• Maintain up-to-date knowledge of financial markets, regulations, and product offerings.
• Build and nurture long-term client relationships based on trust and expertise.
• Ensure compliance with all regulatory requirements and company policies.

Skills

Sales experience in Financial Services

Interpersonal skills

Communication skills

Client relationship management

Education

RE1 Certification

NQF Level 5

Job description

Placements24 in Pretoria is seeking a dedicated Sales Consultant specializing in Financial Services to advise clients on a range of products and help them reach financial goals.

You will build lasting client relationships, stay up-to-date on markets and regulations, and work ethically to protect clients' best interests. The role offers a base salary with commission, comprehensive benefits, and strong training in a reputable Gauteng firm.