Long Term Financial Advisor

Details of the offer

Job DescriptionJoin our client as a Long Term Financial Advisor in their long-term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.ResponsibilitiesProvide comprehensive long-term financial advice to clients, meeting regulatory standards.Develop and maintain client relationships to deliver exceptional service.Build and manage a client portfolio within the competitive financial services sector.Demonstrate proactive customer focus, with the ability to achieve and exceed targets.Knowledge RequirementsBasic knowledge of the Insurance Industry.Advanced knowledge of Word Processing and report writing.General Computer and online presentation skills.BenefitsHigh Paying Commission, product and term variable.Office Space.Training.Remote work.Minimum RequirementsFinancial Advisor & Broker Experience advantageous.Valid Matric or equivalent qualification.Valid driver's license and reliable vehicle as travel to meet clients is essential.Own a laptop or tablet for conducting and managing work efficiently.Well-presented, professional demeanor with bilingual proficiency.Driven, self-motivated, and committed to maintaining a clear credit and criminal record.Willingness to travel as required to provide exceptional client service.In-depth training for product and sales will be offered on a continuous basis to ensure you achieve maximum potential.
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