Financial Advisers – High Commission Earning Potential
Posted on 2025-01-16
Job Summary
Requirements:
Own laptopClear credit record Clear criminal record LaptopVehicle/access to a vehicleIndustry experience (advantageous)Skills:Honesty and integrityExcellent communication skills Strong network/social contactStrong presentation skills Analytical thought process ReliabilityPrevious sales track record (advantageous)Duties and responsibilities:Assessing Client Financial Needs: Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations.Developing Financial Plans: Creating tailored financial strategies that align with clients goals, covering areas like investments and retirement..Investment Guidance: Recommending investment opportunities that suit clients` risk profiles and financial objectives, while explaining potential risks and returns.Monitoring Financial Portfolios: Regularly reviewing and adjusting clients portfolios to respond to changes in financial markets, economic conditions, or clients circumstances.Providing Education and Advice: Educating clients about financial product.
Financial Advisers – High Commission Earning Potential position available in Kwazulu-Natal, Umhlanga. This job position was posted by Liberty Life – Durban. The job has been posted as a free ad on 2025-01-16 at 09:01:19 in the Insurance And Investments category
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