Description:
We are looking for a self motivated and target driven Financial Advisor for a well established firm based in the Irene area in Centurion. As a Financial Advisor, you will play a key role in helping clients achieve financial security and long-term wealth through tailored insurance and investment solutions. You’ll work under the guidance of senior advisors and managers, gaining hands-on experience in financial planning, client relationship management, and regulatory compliance. Requirements:- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
Requirements:
Requirements:- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
30 Sep 2025;
from:
careers24.com