Financial Adviser
Westville, KwaZulu-Natal, South Africa
Job Description
Key Activities:
- Source, develop and nurture your own client base by networking and prospecting
- Source new business from retained clients and by means of referrals
- Meet clients in person to provide them with financial planning advice and solutions
- Sales as an outcome of needs analysis conducted and advice provided
- Identify a clients insurance and investment needs, risk tolerance and profile, other investments
- Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions
- Provide the client with information on the performance of the various investment portfolios available
- Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
- Educate Business clients regarding corporate benefit portfolio
- Provide on-going financial planning advice to retained clients
- Develop and implement strategies to obtain and manage business opportunities arising within
- Manage and strengthen relationships
- Resolve client concerns, queries and/or complaints
- The ability to work productively alone as well as in a team within a competitive environment is
- Ability to network and prospect to grow client base
- A professional appearance and good communication and interpersonal skills is essential.
- Experience in the sales sector is needed. Reaching sales targets is imperative.
- A tertiary qualification is an advantage
- Own transport is non-negotiable.
- Clear credit and criminal record are important.
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Job Detail
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Job IdJD1333520
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationWestville, KwaZulu-Natal, South Africa
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EducationNot mentioned