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Centurion: Financial Advisor / Planner posted by Stonebridge HR Solutions

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Job Description

About the Role

We are seeking a highly skilled and experienced Centurion to join our team at Stonebridge HR Solutions. As a financial advisor, you will be responsible for providing expert guidance to our clients, helping them achieve their financial goals and secure their financial future. You will have a strong understanding of local and offshore investments, as well as risk management strategies, and will be able to create tailored financial solutions that meet the unique needs of each client.

Key Responsibilities

  • Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Develop and implement financial solutions addressing wealth creation, debt management, and protection strategies.
  • Provide informed and strategic investment solutions, considering clients’ risk tolerance, investment horizon, and financial objectives.
  • Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients’ financial security.
  • Design strategies to ensure financial independence during retirement.
  • Implement tax-efficient strategies to optimize client’s financial situation and minimize tax liabilities.
  • Assist with estate structuring and drafting wills to ensure seamless asset transfer.
  • Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits.

Requirements

  • Own reliable vehicle and laptop.
  • Bachelor’s degree (BCom, BA, LLB, or related degree).
  • Must be bilingual – English and Afrikaans.
  • Experience in sales/key accounts/customer relations/marketing/business development.
  • Good interpersonal skills and ability to build and maintain quality client relationships.
  • Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
  • Ethical mindset, strong value system, and team-orientated.

Qualifications

  • Matric.
[DO NOT include a “How to Apply” section – this is added automatically]

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Insurance Sales/Marketing Jobs in Gauteng

The insurance sales and marketing sector in Gauteng, South Africa is a dynamic industry with a constant demand for skilled professionals. Typically, this field is driven by the financial services sector, which often requires innovative marketing strategies to attract clients and maintain market share. Generally, the job market for insurance sales and marketing roles in Gauteng is competitive, with many established companies seeking talented individuals to join their teams.

Typically, salaries for insurance sales and marketing professionals in Gauteng vary widely depending on factors such as experience, company size, and industry sector. Common broad salary ranges for this field range from R300 000 to R800 000 per annum, although it is essential to note that actual salaries can differ significantly depending on individual circumstances. For example, senior executives or those working in specialized industries may command higher salaries than entry-level professionals.

Common skills required for insurance sales and marketing roles include excellent communication and negotiation skills, a deep understanding of the financial services sector, and proficiency in software applications such as CRM systems and data analysis tools. Other essential skills often include leadership abilities, strategic thinking, and the ability to build strong relationships with clients and colleagues. Additionally, knowledge of industry-specific regulations and compliance requirements is also crucial for success in this field.

Insurance sales and marketing roles can be found across various industries, including financial services, technology, manufacturing, and more. The financial services sector, in particular, is a significant employer of insurance professionals, as are the technology and healthcare industries. Common job titles include Insurance Sales Executive, Marketing Manager, Account Manager, and Business Development Manager.

Career development opportunities for insurance sales and marketing professionals are often limited to internal promotions or lateral moves within the company. However, many companies also provide training and development programs to help employees build new skills and advance their careers. For those looking to transition into this field, gaining relevant experience in a related industry or pursuing additional education or certifications can be beneficial. With dedication and hard work, it is possible to establish a successful and rewarding career in insurance sales and marketing in Gauteng.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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