Job Description
A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.
Key ResponsibilitiesProspecting for and closing new business
Maintaining existing business
Developing and presenting financial planning recommendations and/or alternatives to clients
Adopting a holistic approach to financial advice
Establishing and defining professional relationships with clients
Gathering financial data and setting financial objectives
Analysing and evaluating financial information
Implementing and monitoring financial planning recommendations
Desired Experience & Qualification
Matric
Successfully completed the Class of Business exam
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