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Permanent financial adviser
Cape Town, Western Cape - South Africa

Permanent financial adviser Cape Town, Western Cape - South Africa

Available: 1 wk, 6 days ago
Contact: Zakariya Hassan
0216915587
0634808146
Contact #2: Anita Barnes
0216915587
0730118342

Account Name: ZaraM
User Since: 07 Oct 2021
Ads Published: 1
Ads Active: 1
Email

Permanent financial adviser Cape Town, Western Cape - South Africa

Description

Financial Advisor Job Summary
The financial advisor will provide clients with sound financial guidance and make critical recommendations to help them decide how to best utilize their money. A successful candidate will be able to demonstrate his/her ability to research the marketplace for available products and services, effectively help customers identify their needs, design and present financial strategies, and of course, close a sale.
Financial Advisor Duties and Responsibilities
• Strong working knowledge across a variety of financial products and services and proven ability to provide strategic advice in the above areas articulately
• Patience and skills required to assess the client’s overall financial picture, truly understand their needs and then develop a relevant, solid financial plan
• Evidence of the people skills needed to guide clients towards a financial decision that is both profitable and secure
• Commitment to cultivating our client base and building win-win relationships
• Self-motivation and willingness to network, generate leads and seize opportunities to sell mutual funeral policies. 
• Focus and abilities required to meet sales quotas
• Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
• Total commitment to compliance with all industry rules and regulations
• Exceptional communication skill and be a team player
Financial Advisor Requirements and Qualifications
• Matric and preferably RE1
• Must have own transport/ vehicle
• Available immediately
• Proven work history with experience as a financial advisor
• Solid communication, negotiation, and presentation skills
• Attention to detail and consistent accuracy with all data
• Highly articulate and able to explain complex information clearly and simply
• Strong relevant computer skills including the ability to operate database systems


Available: 1 wk, 6 days ago
Contact: Zakariya Hassan
0216915587
0634808146
Contact #2: Anita Barnes
0216915587
0730118342

Account Name: ZaraM
User Since: 07 Oct 2021
Ads Published: 1
Ads Active: 1
Email

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