Description:
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analysis
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Requirements:
Qualifications include:
Matric (essential)
Degree (preferable)
Requirements:
Laptop
Clear credit record
Clear criminal record
Valid drivers licences + Own vehicle
Skills:
Excellent communication, interpersonal and listening skills
The capability to explain complex information simply and clearly
The ability to network and establish relationships with clients
Research and analytical skills
The ability to work in a team
Time management skills
A target driven mindset
Discretion and an understanding of the need for client confidentiality
An ethical and professional approach to work