A leading financial services provider is looking for a FAIS licensed financial adviser in Vryheid, KwaZulu-Natal. The role involves conducting financial needs analyses, presenting tailored solutions, and maintaining client relationships. Ideal candidates will have a Bachelor’s degree in Accounting or related field, excellent sales skills, and a commitment to professional development. Successful advisers will participate actively in networking opportunities and are expected to meet sales targets and ensure compliance with all regulatory frameworks. A rewarding path for ambitious financial professionals.
Qualifications
FAIS accredited financial adviser with a strong understanding of investment, life insurance, and estate planning is required.
Proven ability to establish and maintain professional relationships with clients and stakeholders.
Strong sales skills, ability to meet targets, and prior experience in financial needs analysis.
Responsabilités
Conduct financial needs analysis to understand client needs.
Prepare and present tailored financial solutions to clients.
Maintain ongoing client relationship and review portfolio regularly.
Achieve sales and growth targets by networking and prospecting.
Connaissances
Financial analysis
Client relationship management
Sales ability
Communication skills
Team collaboration
Formation
Bachelor’s Degrees in Accounting or related field
National Senior Certificate/ Matric
Description du poste
A leading financial services provider is looking for a FAIS licensed financial adviser in Vryheid, KwaZulu-Natal. The role involves conducting financial needs analyses, presenting tailored solutions, and maintaining client relationships. Ideal candidates will have a Bachelor’s degree in Accounting or related field, excellent sales skills, and a commitment to professional development. Successful advisers will participate actively in networking opportunities and are expected to meet sales targets and ensure compliance with all regulatory frameworks. A rewarding path for ambitious financial professionals.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.