Insurance Sales / Financial Adviser / Insurance Brokers /

Insurance Sales / Financial Adviser / Insurance Brokers /
Company:

Surex Insure, Wealthx



Job Function:

Finance

Details of the offer

We are a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry. We are currently seeking candidates for Financial Advisor positions. This role offers full training and support, making it an excellent opportunity for individuals looking to start a career in finance. Key Responsibilities:Provide comprehensive financial advisory services to clients, helping them achieve their wealth management goals.Conduct in-depth financial analyses to assess clients' needs and develop tailored financial plans.Educate clients on various insurance products, and retirement planning strategies.Build and maintain strong client relationships through proactive communication and personalized service.Stay updated on industry trends, market developments, and regulatory changes to provide informed recommendations to clients.Requirements:Own vehicleOwn laptop/tabletMatric certificateNo criminal recordNo previous experience in finance required.Strong communication and interpersonal skills.Motivated self-starter with a passion for helping others achieve financial success.Ability to work independently and as part of a team.Excellent organizational and time management skills.Must be located in South Africa and legally eligible to work.Additional Information:This is not a call center or telemarketing position; it is a full field agent role.Full training will be provided to successful candidates.


Job Function:

Requirements

Insurance Sales / Financial Adviser / Insurance Brokers /
Company:

Surex Insure, Wealthx



Job Function:

Finance

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