Professional Solutions Expert - and Market Related

Location:

Bryanston/Westville

Type:
Permanent, Full Time

Published: 4 hours ago

Salary:
Market Related

EE/AA, Non EE/AA

• High demand for financial planning services due to a growing middle class.
• Opportunities for specialization in areas such as retirement, estate, or tax planning.
• Access to diverse investment options in South Africa's well-developed financial sector.
• Potential for a lucrative career as experience and client base grow.
• Fulfilling work that helps clients achieve their financial goals.

• Work directly with clients to understand their financial goals and create customized plans.
• Educate clients on personal finance, explaining complex concepts simply.
• Create and monitor personalized financial plans, adjusting as necessary.
• Recommend financial solutions based on clients' goals.
• Maintain client confidentiality and trust.
• Build long-term relationships with clients.
• Address client complaints and provide solutions.
• Stay updated on financial products and regulations.
• Market services to attract new clients.

• Diploma/Degree of Higher Qualification (Advantageous)
• Clear Credit and Criminal check
• Valid Driver's License
• Own Reliable Car
• Own Laptop
• Strong Networking and Social Skills
• Professional Attire and Presentation Skills
• Strong Business Acumen and Organizational Skills
• Integrity and Honesty
• Strong Emotional Intelligence

Market Related - Discussed at First Interview Presentation

• Welcoming individuals without prior industry experience.
• Opportunity for multiple income streams from client services.
• Ongoing training and mentorship with access to product specialists.
• Entrepreneurial environment with competitive commission structures.
• Supportive boutique environment to thrive and grow your business.