Financial Advisor

Requirements :

Grade 12

Tertiary qualification (beneficial)

Valid drivers license and own car (Essential)

Clean Credit record and Criminal record (Essential)

Relevant experience will be beneficial, but not essential

Fluent in Afrikaans and English

Responsibilities :

• To prospect for clients / to obtain leads to secure appointments - daily activity.
• To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
• To achieve sales targets as set out by the company.
• To build relationships with clients so that consultant wins confidence, credibility and trust.
• Elicit information to maximize the effectiveness of a clients portfolio. To secure 2nd appointment.
• To give objective professional advice on clients needs.
• To portray the appropriate propriety in their target market.
• To meet all legislative requirements.
• To remain accredited and up to date with relevant market & industry related subjects.
• To remain adequately equipped and knowledgeable regarding the latest technology.
• To build a long-term professional, profitable practice

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.