Financial Advisor - Boksburg

Role Purpose

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.


Requirements

Grade 12 OR an equivalent NQF4
Candidate must have a minimum 1 years' experience selling products
Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
Fluency in English (Required)
Driver's license (Preferred)
Own transport (Preferred)

Responsibilities and work outputs

Conduct needs analysis to understand and enhance client’s financial wellness
Create financial plans for clients that address their financial wellness needs
Offer solutions (products) to clients to address their financial wellness needs
Present information sharing sessions on financial planning topics
You will spend a fair amount of time travelling to clients
You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
Our products include funeral insurance, health, savings, retirement solutions and life insurance.
Interested in finance/sales/service, demonstrated through their previous work experience or studies
See financial advice as a career and invest in it
Have a clear understanding of the role
Understand and adapt approach to meet the needs of the client


Competencies required

Verbally fluent
Numerical reasoning ability
Be able to plan and manage their time
Self-reliant
Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
Manage relationships well
Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy