Financial Advisor - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 11-10-2021 11:59:13 AM
06-12-2021 11:59:13 AM
Financial Advisor Job Summary
The financial advisor will provide clients with sound financial guidance and make critical recommendations to help them decide how to best utilize their money. A successful candidate will be able to demonstrate his/her ability to research the marketplace for available products and services, effectively help customers identify their needs, design and present financial strategies, and of course, close a sale.
Financial Advisor Duties and Responsibilities
• Strong working knowledge across a variety of financial products and services and proven ability to provide strategic advice in the above areas articulately
• Patience and skills required to assess the client’s overall financial picture, truly understand their needs and then develop a relevant, solid financial plan
• Evidence of the people skills needed to guide clients towards a financial decision that is both profitable and secure
• Commitment to cultivating our client base and building win-win relationships
• Self-motivation and willingness to network, generate leads and seize opportunities to sell mutual funeral policies.
• Focus and abilities required to meet sales quotas
• Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
• Total commitment to compliance with all industry rules and regulations
• Exceptional communication skill and be a team player
Financial Advisor Requirements and Qualifications
• Matric and preferably RE1
• Must have own transport/ vehicle
• Available immediately
• Proven work history with experience as a financial advisor
• Solid communication, negotiation, and presentation skills
• Attention to detail and consistent accuracy with all data
• Highly articulate and able to explain complex information clearly and simply
• Strong relevant computer skills including the ability to operate database systems

Recruiter: Abafins