Financial Advisor - Consolidations
Personal Financial Solutions Ltd
Port Elizabeth, Eastern Cape
Finance and accounting roles cover bookkeeping, accounts, payroll and qualified accountants, a stable career path in every SA city.
This listing does not state a salary. As a guide, finance roles in South Africa typically pay R12 000 to R40 000 a month (indicative).
Job description
Key Purpose
This is a Commission only position. Provide new and existing clients with professional and relevant financial advice and products that are suited to their needs and requirements. Consolidate existing products in the best interest of the Client. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Knowledge and Skills
- Provide guidance to clients and offer sound advice
- Present information to clients in a professional and clear way
- Speak with confidence and always communicate professionally
- Possess good analytical skills to help solve challenges that the clients might have
- Enjoy and be comfortable engaging face-to-face with Clients
- Build relationships and nurture them over time
- Resilience and being self-motivated, with an internal drive to achieve limitless results.
Job Type: Full-time
Application Question(s):
- Do you have a Wealth Management NQF 5 Certificate?
- Do you have RE 5?
Education:
- High School (matric) (Required)
Experience:
- selling funeral products: 1 year (Preferred)
Work Location: In person
Good to know
What does this finance job pay?
This listing does not state a salary. As a guide, finance roles in South Africa typically pay R12 000 to R40 000 a month (indicative).
Do I need experience for finance jobs in Port Elizabeth?
This finance role may ask for some experience or a relevant qualification. Read the listing for the specifics before you apply.
How do I apply for this job?
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Found on Indeed · Posted 1 weeks ago