Salaried Financial Advisor

SUMMARY:
Join a Leading Financial Brokerage!

Umhlanga - Our client, a top independent Financial Services Brokerage, is expanding their Risk department and seeking an experienced Financial Advisor (Long Term Insurance). With a competitive basic salary and lucrative commission structure, this is your chance to succeed!

For over 30 years, our client has built great success on exceptional service and strong client relationships.
Join our client and be part of a winning team!

POSITION INFO:
Responsibilities:

• Work with the company’s book of clients to meet and review their portfolios, providing professional financial advice and offerings.
• Prospect and obtain new clients in the market to add to our extensive book.
• Provide financial products and services in a professional manner, building rapport and confidence with clients.
• Collaborate with various FSPs and internal departments to resolve concerns or queries effectively and efficiently.
• Maintain ongoing communication with clients.
• Develop comprehensive financial plans tailored to individual clients.
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
• Stay informed about market trends and economic developments.
• Assess clients’ risk tolerance and recommend appropriate risk management strategies.
• Provide advice on investment and risk products.
• Identify opportunities for cross-selling and upselling financial services.
• Network with professionals, attend industry events, and participate in marketing initiatives.
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients

• Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable!
• RE5 - Non-Negotiable!
• Relevant Class of Business in place
• Fit and Proper
• Minimum 3 years in a Financial Planning role
• Excellent command of Microsoft Excel or related software
• Experience in working with professionals and high-net-worth clients
• Previous book not a requirement
• Driver’s License and Own Vehicle - Non-Negotiable!