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Centurion: Financial Advisor posted by Stonebridge HR Solutions

Centurion: Financial Advisor posted by Stonebridge HR Solutions

Posted on 2025-10-01 00:00:00

Job Summary

Requirements:

  • 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. 

Click Go Apply to apply online!


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Centurion: Financial Advisor posted by Stonebridge HR Solutions

Centurion: Financial Advisor posted by Stonebridge HR Solutions

Company
Stonebridge HR Solutions

Location
Gauteng

Job Type
Insurance Sales/Marketing

Job Description

Requirements:

  • 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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