Centurion: Financial Advisor posted by Stonebridge HR Solutions
Posted on 2025-10-01 00:00:00
| Employer | Stonebridge HR Solutions |
|---|---|
| Category | Insurance Sales/Marketing |
| Location | Gauteng / Centurion |
Job Summary
- Grade 12
- Tertiary qualification (beneficial)
- Valid driver’s license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
Responsibilities:
- To prospect for clients/ to obtain leads to secure appointments – daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
- To give objective professional advice on client’s needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.
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