Description:
Key Responsibilities:Deliver professional financial advice aligned to clients' personal and financial goals Build, manage, and grow your own portfolio of clients Conduct in-depth financial needs analyses and present suitable solutions Market a full range of financial products including investments, risk cover, retirement, and estate planning Maintain accurate and compliant client records Achieve set sales targets and performance metrics Requirements:
Minimum of 2 years experience in financial advising or a related sales environment Recent IRP5 required as proof of previous commission-based earnings Solid understanding of financial planning processes and products Excellent communication, sales, and client relationship skills Own reliable vehicle and valid drivers license Strong self-management skills and ability to meet deadlines independently RE5 and NQF Level 5 qualifications (advantageous)
30 Jul 2025;
from:
gumtree.co.za