Sales Consultant
African Ambition
Johannesburg, South Africa
3d ago
source : Job Placements

Financial Planner

Location : Johannesburg

Virtual and office based

Basic R12 000 x First 2 months

Thereafter Comm only + Incentives

My client in the financial services sector is looking for individuals, who are passionate about people, solutions driven, hardworking and energetic Sales Consultants to work as retail and corporate Financial Planners, for a major insurance company in South Africa :

Providing holistic, financial advice solutions that meet customers protection, investment, and retirement planning needs.

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients'''''''' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.
  • Requirements :

  • 2 years experience as a Financial Adviser within the financial services industry,
  • RE5 certificate
  • Industry related qualification would be an advantage
  • Valid copy of ID + Drivers license + own Vehicle
  • Computer literate
  • Must have Matric + (Diploma / Degree) adv.
  • Clear Criminal record
  • Skills :

    ï Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues

    ï The ability to effectively use a range of social media platforms

    ï Competitive, someone who loves to exceed expectations.

    Career incentives

    Lucrative Remuneration and Rewards

    Career Progression

    Development opportunities

    Supportive work

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