Professional Solutions Expert - No Experience Needed and Training Provided
Location: Bryanston/Westville
Type: Permanent, Full Time
Published: 4 hours ago
Salary: Market Related
EE/AA, Non EE/AA
Benefits of being a Professional Advisor:
* High demand for financial planning services due to a growing middle class.
* Opportunities for specialization in areas such as retirement, estate, or tax planning.
* Access to diverse investment options in South Africa's well-developed financial sector.
* Potential for a lucrative career as experience and client base grow.
* Fulfilling work that helps clients achieve their financial goals.
Duties & Responsibilities
* Work directly with clients to understand their financial goals and create customized plans.
* Educate clients on personal finance, explaining complex concepts simply.
* Create and monitor personalized financial plans, adjusting as necessary.
* Recommend financial solutions based on clients' goals.
* Maintain client confidentiality and trust.
* Build long-term relationships with clients.
* Address client complaints and provide solutions.
* Stay updated on financial products and regulations.
* Market services to attract new clients.
Minimum Requirements:
* Diploma/Degree of Higher Qualification (Advantageous)
* Clear Credit and Criminal check
* Valid Driver's License
* Own Reliable Car
* Own Laptop
* Strong Networking and Social Skills
* Professional Attire and Presentation Skills
* Strong Business Acumen and Organizational Skills
* Integrity and Honesty
* Strong Emotional Intelligence
Package & Remuneration
Market Related - Discussed at First Interview Presentation
Our Value Proposition:
* Welcoming individuals without prior industry experience.
* Opportunity for multiple income streams from client services.
* Ongoing training and mentorship with access to product specialists.
* Entrepreneurial environment with competitive commission structures.
* Supportive boutique environment to thrive and grow your business.
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