Where

Financial Advisor

R 5 000 - R 7 000 a month
Crayon Technologies (Pty) Ltd
Durban Full-day Full-time

Description:

In this role, you will provide expert financial guidance, identify new business opportunities, and build long-term client relationships. Your ability to analyze financial needs, develop tailored plans, and drive sales will be key to your success.

What you'll do

  • Provide comprehensive financial planning and advisory services tailored to client needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Build and maintain strong, long-term client relationships
  • Conduct financial needs analysis and develop personalized financial plans
  • Stay updated on industry developments and regulatory requirements
  • Consistently meet and exceed sales targets

Requirements:

In this role, you will provide expert financial guidance, identify new business opportunities, and build long-term client relationships. Your ability to analyze financial needs, develop tailored plans, and drive sales will be key to your success.

What you'll do

  • Provide comprehensive financial planning and advisory services tailored to client needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Build and maintain strong, long-term client relationships
  • Conduct financial needs analysis and develop personalized financial plans
  • Stay updated on industry developments and regulatory requirements
  • Consistently meet and exceed sales targets

In this role, you will provide expert financial guidance, identify new business opportunities, and build long-term client relationships. Your ability to analyze financial needs, develop tailored plans, and drive sales will be key to your success.

What you'll do

  • Provide comprehensive financial planning and advisory services tailored to client needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Build and maintain strong, long-term client relationships
  • Conduct financial needs analysis and develop personalized financial plans
  • Stay updated on industry developments and regulatory requirements
  • Consistently meet and exceed sales targets

In this role, you will provide expert financial guidance, identify new business opportunities, and build long-term client relationships. Your ability to analyze financial needs, develop tailored plans, and drive sales will be key to your success.

What you'll do

  • Provide comprehensive financial planning and advisory services tailored to client needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Build and maintain strong, long-term client relationships
  • Conduct financial needs analysis and develop personalized financial plans
  • Stay updated on industry developments and regulatory requirements
  • Consistently meet and exceed sales targets

In this role, you will provide expert financial guidance, identify new business opportunities, and build long-term client relationships. Your ability to analyze financial needs, develop tailored plans, and drive sales will be key to your success.

What you'll do

  • Provide comprehensive financial planning and advisory services tailored to client needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Build and maintain strong, long-term client relationships
  • Conduct financial needs analysis and develop personalized financial plans
  • Stay updated on industry developments and regulatory requirements
  • Consistently meet and exceed sales targets
  • Provide comprehensive financial planning and advisory services tailored to client needs
  • Identify and pursue new business opportunities to drive revenue growth
  • Build and maintain strong, long-term client relationships
  • Conduct financial needs analysis and develop personalized financial plans
  • Stay updated on industry developments and regulatory requirements
  • Consistently meet and exceed sales targets
  • Financial Planning: 1 year or less
  • Financial Services: 1 year or less
  • Sales: 1 year or less
  • Client Relationship Building: 1 year or less

What you'll need

  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s license and a reliable vehicle
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and collaboratively
  • Goal-driven, results-oriented, and passionate about client acquisition and sales
  • The role is 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify

What you'll need

  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s license and a reliable vehicle
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and collaboratively
  • Goal-driven, results-oriented, and passionate about client acquisition and sales
  • The role is 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify

What you'll need

  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s license and a reliable vehicle
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and collaboratively
  • Goal-driven, results-oriented, and passionate about client acquisition and sales
  • The role is 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify

What you'll need

  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s license and a reliable vehicle
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and collaboratively
  • Goal-driven, results-oriented, and passionate about client acquisition and sales
  • The role is 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify
  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s license and a reliable vehicle
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and collaboratively
  • Goal-driven, results-oriented, and passionate about client acquisition and sales
  • The role is 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify

What you'll need

  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s license and a reliable vehicle
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and collaboratively
  • Goal-driven, results-oriented, and passionate about client acquisition and sales
  • The role is 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify
30 Apr 2025;   from: careers24.com

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