Financial Adviser

Job description

• Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
• Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
• Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
• Accurately identify problems and proactively solve them
• Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
• Timeously complete all administrative and reporting duties related to the role
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible financial advisory services
• Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
• Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
• Build sound relationships with others through honesty, trust and respect
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
• Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
• Effectively manage time and ensure optimal productivity
• Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
• Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
• Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

• Northern Zululand
• King Chetswayo
• Ilembe
• Ethekweni
• Umgungundlovu
• Ugu

Requirements

• Matric passed
• Sales experience (two years minimum)
• Smart phone (must have)
• Laptop/PC (Advantageous)
• "Never give up" attitude