Financial advisor
This job is published by an external platform.
| Location | Mpumalanga, South Africa |
| Contract | Full time |
| Work Model | Remote |
| Closing | in about 1 month |
Minimum Requirements Education: Grade 12 (Matric) essential Post-matric qualification in Finance, Business, or related field (advantageous) Regulatory Exam RE5 (advantageous / required, depending on compliance needs) Compliance: FAIS complian...
- Provide professional financial advice and solutions tailored to client needs
- Acquire, maintain, and grow a portfolio of clients through prospecting and networking
- Conduct needs analysis to ensure appropriate product recommendations
- Promote and sell insurance, investment, and related financial products
- Deliver excellent after-sales service and ongoing client support
- Maintain compliance with FAIS, company policies, and regulatory standards
- Achieve monthly and annual sales targets
- Keep up to date with industry trends, products, and regulatory changes
- Results-oriented and proactive
- Strong ethical standards and integrity
- Passion for helping clients achieve financial security
- Adaptability in a fast-changing financial services environment
Key Responsibilities
Key Attributes
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Location
About the company
T
TYP Wealth PTY LTD
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