Senior Financial Advisor
Boardroom Appointments
Woodmead, South Africa
9h ago
source : Executive Placements


  • Identifying the financial needs of clients and / or leads and providing recommendations and advice, with a particular focus on corporate clients;
  • Travelling extensively between cities and provinces;
  • Converting provided leads into sales;
  • Identifying new business opportunities;
  • Attracting new clients through various methods of prospecting, including cold calling;
  • Develop and implement the companys sales strategy;
  • Reviewing clients complete financial portfolio and identifying cross-selling opportunities;
  • Achieve Medical Aid sales targets;
  • Manage client profiles;
  • Attend to clients annual reviews;
  • Client retention and continuous service;
  • Submit weekly production reports.
  • Qualifications, Experience, and Skills Required

  • Regulatory Exams (RE5) : non-negotiable;
  • Minimum Grade 12 (NQF5 or similar qualification would be beneficial);
  • Minimum 2-3 years work experience; previous sales experience in the financial services / medical schemes industry;
  • Computer literate especially pertaining to PowerPoint and Excel;
  • Excellent interpersonal skills;
  • Outgoing, professional and presentable;
  • Motivated, independent and energetic;
  • Drivers License and own reliable vehicle non-negotiable;
  • Fit and proper to be registered on the FSCA Representative Register.
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