Financial Advisor

Responsibilities

• Increase market share and contribute to the overall business objectives and its long-term viability.
• Manage own development to increase own competencies.
• Build your own Long term insurance and investment portfolio by:
• Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
• Effective communication with both internal stakeholders and clients (written and verbal).
• Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
• Providing solutions to clients by selling the company'slong term insurance and investment products aligned to the needs of the client.
• Prospecting clients from within the organisation for their life insurance and funeral cover needs by utilising our existing client base.
• Providing on-going service and support to your individual client base (...