Senior Financial Advisor
Senior Financial Advisor
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4-5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Our client is a wellestablished provider of comprehensive financial solutions offering a range of products including life insurance shortterm insurance disability cover medical aid investments retirement annuities estate planning and wills.
They are committed to helping individuals and businesses secure their financial futures with tailored financial advice.
- We are recruiting motivated ambitious and selfdriven individuals for the position of Financial Advisor.
- This role provides an excellent opportunity to build a successful advisory practice offering the flexibility of a hybrid working model and the potential for recurring income.
- The primary focus will be on providing expert financial guidance to clients ensuring that their financial goals are met with personalized solutions.
Requirements
- Matric (Grade 12) or higher qualification
- FSCA clearance (essential)
- Clear credit and criminal record (essential)
- Own laptop and reliable internet connection
- Own reliable transportation
- RE5 qualification (advantageous)
- Previous financial advisory experience (advantageous)
- Strong multilingual communication and interpersonal skills
- Excellent sales negotiation and closing abilities
- Selfmotivated with a passion for helping clients achieve financial success
Key Responsibilities:
- Conduct comprehensive financial needs analyses for clients.
- Offer tailored advice on financial planning insurance and investment products.
- Build and maintain longterm relationships with clients
- Continuously review and adjust clients financial strategies as their needs evolve.
- Actively source and generate new business opportunities.
- Stay current with industry trends product knowledge and regulatory updates.
- Attend regular meetings and training sessions at the client s West Rand office.
Benefits
- Hybrid work model (office and remote)
- Commissionbased income with recurring income potential (subject to terms and conditions)
- Comprehensive training and ongoing professional development
- Access to a diverse range of financial products
- Supportive work environment and access to a mentor network
Matric (Grade 12) or higher qualification FSCA clearance (essential) Clear credit and criminal record (essential) Own laptop and reliable internet connection Own reliable transportation RE5 qualification (advantageous) Previous financial advisory experience (advantageous) Strong multilingual communication and interpersonal skills Excellent sales, negotiation, and closing abilities Self-motivated with a passion for helping clients achieve financial success Key Responsibilities: Conduct comprehensive financial needs analyses for clients. Offer tailored advice on financial planning, insurance, and investment products. Build and maintain long-term relationships with clients Continuously review and adjust clients' financial strategies as their needs evolve. Actively source and generate new business opportunities. Stay current with industry trends, product knowledge, and regulatory updates. Attend regular meetings and training sessions at the client s West Rand office.
Education
Matric (Grade 12) or higher qualification FSCA clearance (essential) Clear credit and criminal record (essential) Own laptop and reliable internet connection Own reliable transportation RE5 qualification (advantageous)
Employment Type
Full Time
