Finance & Investment Advisor (Representative)

Opportunity Overview

Opportunity to start your professional sales career in the Financial Services Sector. We are looking for a dynamic, driven candidate to join us in improving people's lives by making their financial freedom possible.

With extensive training, support, and development opportunities, this is an amazing opportunity with unlimited boundaries to your earning potential and career growth.

We are looking for entrepreneurial individuals as well as experienced sales professionals to join our thriving team.

Duties & Responsibilities

Key Activities :

• Networking / sourcing and prospecting to establish and maintain long-term client relationships
• Meet with clients in person
• Conduct detailed financial needs analysis and provide professional advice
• Create, grow and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and expand client portfolios
• Create and cultivate long-term client relationships and manage your professional practice
• Remain accredited and up to date with relevant market and industry related subjects

Desired Experience & Qualification

We’re looking for a sales professional with experience bringing in new leads and closing deals. You’ll be an expert relationship-builder and great at listening to clients.

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