Financial Advisor

Company Description

Independent long-term insurance brokerage. Contracted with Old Mutual, Sanlam, and Assupol.

Role Description

This is a full-time on-field role for a Financial Advisor, located in Uitenhage. The Financial Advisor will be responsible for providing financial planning advice, managing client relationships, and assisting clients in achieving their financial goals. Day-to-day tasks will include assessing clients' financial situations, recommending appropriate financial products, planning for retirement, and guiding clients in their investment decisions.

Qualifications

1. Have excellent planning & time management skills
2. Work effectively in diverse communities
3. Experience in providing financial advisory services
4. Excellent communication and interpersonal skills
5. Ability to build and maintain client relationships
6. Highly motivated and self-disciplined
7. Own transport essential
8. Experience in sales will be to your advantage