About the role

  • Commissioned Financial Adviser assisting customers in achieving financial goals by providing advice and solutions. Expanding sales of financial products and engaging with existing customers.

Responsibilities

  • Championing our valued customers to achieve their lifetime goals
  • Identifying financial needs
  • Providing sound financial advice
  • Recommending and implementing financial plans and solutions
  • Responsible for the procurement of new business
  • Expand sales of products and services with existing customers
  • Work mainly on own leads

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Benefits

  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development opportunities

Job title

Commissioned Financial Adviser

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job