Financial Advisor

Duties

• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering
• Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Optimise business profitability by identifying income opportunities and meet agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients Issue confirmation of implementation to clients Conduct annual reviews with clients
• Compliance & Process
• Sales Management
• Maintain a record of sales generated
• Maintain a record of pipeline sales
• Interview clients and gather information to determine strategies for financial investments.
• Prospect and maintain clientele.
• Recommend and sell financial plans and products that will help meet financial goals.

Minimum Requirements:

1. Minimum of 3 years as a Financial Advisor
2. RA Certificate
3. Must have a client-base.
4. Must be able to generate own Leads.