Manager Financial Planning & Analysis providing financial planning and analysis services at NiSource. Leading financial performance analysis and collaborating with stakeholders for operational insight.
About the role
- Financial Adviser providing services and advice to clients in the South African financial space. Building client relationships and achieving sales targets while complying with industry standards.
Responsibilities
- Advise clients on financial products and services
- Build and maintain client relationships
- Achieve sales targets and business goals
- Stay updated with industry trends and compliance standards
- Provide exceptional customer service and financial advice
Requirements
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Benefits
- N/A
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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