Financial Services Sales Consultant - Bellville, South Africa - Octogen Pty Ltd

Octogen Pty Ltd
Octogen Pty Ltd
Verified Company
Bellville, South Africa

2 weeks ago

Thabo Mthembu

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Thabo Mthembu

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Description
We are looking to hire a vibrant and passionate financial advisor to join our team.

You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy.


Financial Advisor Responsibilities:


  • Talking to clients to determine their expenses, income and gather information needed to develop a financial budget
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Requirements:


  • Bachelor's degree in business, finance, or related field.
  • 12 years of sales experience.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.

Job Types:
Full-time, Permanent


Salary:
R5, R20,000.00 per month


Salary:
R5, R7,500.00 per month
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