Financial Advisor

SUMMARY:

Our Client, a leader in the Insurance Industry based in the Western Cape area is looking for self starters !!! Individuals that are able to work independantly and have a passion for sales. We are seeking motivated professionals with a proven track record in financial advisory services.

POSITION INFO:

Conduct thorough financial needs analysis for clients to understand their goals and objectives.

Develop and implement customised financial plans to meet clients short and long term goals .

Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.

Build and maintain strong relationships with clients through proactive communication and exceptional service.

Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.

Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

NB! This job is now closed. You can apply for other jobs by uploading your CV.