Financial Advisor

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Hire Resolve are currently seeking candidates for their open Financial Advisor position in null, Eastern Cape through Go Job Search. Are you an experienced candidate looking to take up a Financial Advisor role such as with an industry leading company like Hire Resolve?

Overview Financial AdvisorThe client is looking for a driven, talented Financial Advisor to attract, acquire and retain clients by selling company products to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and long-term viability.The client company is one of the oldest financial services brands in South Africa. With an over 100-year legacy of serving the communities in which it operates, the business represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security.Team members have noted that the company has an incredibly friendly, work-hard play-hard environment and a highly-collaborative team. Management is proactive and very involved and fosters a positive and goal-oriented atmosphere where employees are rewarded according to their own dedication and efforts to excel.Role Responsibilities Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress managementPresent information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clientsAnalyse situations carefully, and understand the complexity and consequences before quickly taking action through clear, well-thought-out decisionsAccurately identify problems and proactively solve themIdentify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organisedTimeously complete all administrative and reporting duties related to the roleProactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory servicesSupport and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricityRegularly review client accounts to determine whether life changes, economic changes or financial performance indicate a need for plan reassessmentBuild sound relationships with others through honesty, trust and respectEnsure technical product and legislative knowledge is always current to propose the most relevant and innovative client solutions and comply with governance requirementsBe self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.Effectively manage time and ensure optimal productivityResearch and monitor financial market trends to ensure that plans are relevant, and effective and to identify any necessary updatesPrepare, interpret and present client financial performance and other relevant information to enhance client understanding and facilitate decision-makingConduct client financial needs analysis to develop and implement a customised financial plan to achieve clients’ financial goals Education and Experience Matric/ equivalent NQF4 qualificationMinimum 2 years of working experience in sales & or industry experienceFAIS qualifications (for applicants who are more than 6 years in the industry)Drivers License and own vehicle

Apply now and a member of the team at Hire Resolve will get in touch with you to discuss your career options further.

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Tagged as: Financial Advisor