Financial Adviser – Umsunduzi/Umgungundlovu

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Job description

Job description:

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  Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
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  Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
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  Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
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  Accurately identify problems and proactively solve them
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  Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
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  Timeously complete all administrative and reporting duties related to the role
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  Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
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  Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
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  Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
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  Build sound relationships with others through honesty, trust and respect
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  Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
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  Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
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  Effectively manage time and ensure optimal productivity
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  Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
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  Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
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  Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

Please reference which branch you are applying to on email by indicating:

Branch – Umgungundlovu
Branch – Umsunduzi
Branch – PMB

Requirements

Requirements:

• Matric passed
• Sales experience (2 years min)
• Smart phone
• Laptop/PC (Advantageous)
• “Never give up” attitude

Posted on 17 May 17:02

Apply
Byron
[email protected]

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