We are seeking a motivated and experienced Financial Advisor to join our insurance company. As a Financial Advisor, you will play a crucial role in guiding clients towards a secure financial future. You will provide comprehensive financial planning advice and solutions while building strong relationships with clients. In this role, you will have the opportunity to analyze clients' financial situations, identify their goals and objectives, and develop personalized strategies to achieve them. You will assist clients in areas such as retirement planning, investment management, risk management, and estate planning. Through your expertise and knowledge, you will help clients make informed decisions and navigate the complex world of finance and insurance. This is an exciting opportunity for a self-driven individual who thrives in a fast-paced and dynamic environment. If you have a passion for finance and enjoy working with clients to help them achieve their financial goals, we would love to hear from you. Responsibilities Conduct comprehensive financial assessments and identify clients' financial goals and objectives. Provide personalized financial planning advice and solutions to clients based on their individual needs. Develop and maintain strong client relationships, providing ongoing support and guidance. Educate clients on various financial products and services, explaining the benefits and risks associated with each option. Execute trades and transactions on behalf of clients, ensuring compliance with regulatory requirements. Monitor and review clients' investment portfolios and recommend adjustments as necessary. Stay up-to-date with industry trends, market conditions, and regulatory changes to provide relevant and accurate advice to clients. Requirements Bachelor's degree in finance, business, or a related field. Proven work experience as a Financial Advisor, preferably in the insurance industry. Class of Business Certificate RE 5 Matric Certificate Own Laptop Uncapped WIFI Valid Drivers Reliable Vehicle Strong knowledge of financial planning principles, investment strategies, and insurance products. Excellent communication and interpersonal skills. Ability to build and maintain client relationships. Apply Now

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Financial Adviser - South Africa

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