Financial Advisor: Life & Investment

Financial Advisor: Life & Investment

21 Oct
|
Platinum Talent
|
Gauteng

21 Oct

Platinum Talent

Gauteng

Introduction

Platinum Talent is recruiting for a dynamic and fast-growing insurance group with headquarters in Krugersdorp.

Up to 10x Premium Commission*

Avg commissions R120k p/m*

They need a sales team wanting to earn above and beyond the normal in the RANDBURG, ROODEPOORT & KRUGERSDORP regions.

Join as a Financial Advisor: Life & Investment and elevate your career to new heights!

We are looking for individuals passionate about helping clients achieve their life and investment goals through strategic advice and personalized financial planning.

If you excel at building strong client relationships and staying updated with industry trends, we want to hear from you.

Duties & Responsibilities

Client Assessment:





Perform comprehensive analyses of clients’ financial situations to identify their needs and aspirations.

Strategic Advice: Deliver expert recommendations on various life and investment products and services.

Personalized Planning: Create tailored financial plans that reflect clients’ specific goals and circumstances.

Client Guidance: Support clients in making informed investment decisions by providing reliable and honest advice.

Relationship Building: Cultivate and sustain strong, enduring relationships with clients, fostering their trust and loyalty.

Industry Knowledge: Keep abreast of market trends, products, and regulatory updates to offer the highest quality advice.

Training: Attend all training sessions to remain informed with industry trends and product advancements.

Desired Experience & Qualification

Educational Background: Valid Matric or equivalent qualification.

Licensing: Valid driver’s license and reliable vehicle as travel to meet clients is essential.

Tech-Savvy:





Own a laptop or tablet for conducting and managing work efficiently.

Presentation: Well-presented, professional demeanour with bilingual proficiency.

Personal Traits: Driven, self-motivated, and committed to maintaining a clear credit and criminal record.

Flexibility: Willingness to travel as required to provide exceptional client service.

Willingness to learn: In-depth training for product and sales will be offered on a continuous bases to ensure you achieve maximum potential!

Package & Remuneration

Industry leading competitive commission Earnings: Benefit from an uncapped commission structure that rewards your success.

Up to 10x Premium comms

Professional Growth: Opportunities for continuous learning and career advancement in the financial sector.







Supportive Environment: A collaborative team that values integrity, excellence, and client satisfaction.

Ongoing training: Regular product, sales and pier training.

Interested?

Become part of a forward-thinking company where your expertise will make a significant impact.

Apply today to embark on a rewarding career as a Financial Advisor specializing in Life and Investments and earning very favourably.

▶️ Financial Advisor: Life & Investment
🖊️ Platinum Talent
📍 Gauteng

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