[ref. t49986900] 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.