Join Our Dynamic Team as a Sales-Driven Financial Adviser!

Job Description

Duties & Responsibilities :

Cultivate and maintain client relationships to understand their financial needs and objectives.
Analyze and assess clients’ financial situations to provide tailored investment and wealth management advice.
Develop and implement comprehensive financial plans to help clients achieve their short-term and long-term financial goals.
Proactively identify opportunities for cross-selling and upselling financial products and services.
Stay updated on market trends, investment options, and financial regulations to provide informed advice.

Desired Experience & Qualification :

Proven track record of success in sales and meeting targets.
Excellent communication and interpersonal skills.
Ability to build and maintain client relationships based on trust and integrity.
Matric
Own Vehicle + Valid Drivers
Own Laptop

Package & Remuneration:

Competitive commission structure with uncapped earning potential.
Ongoing training and professional development opportunities.
Comprehensive health, critical and retirement benefits and Bonus structures.
Flexible work arrangements, including remote options.