Candidate Requirements

Qualifications:

Matric (essential)

Degree (preferable)

Requirements:

Laptop

Clear credit record

Clear criminal record

Vehicle/access to a vehicle

Skills:

Excellent communication, interpersonal, and listening skills

The capability to explain complex information simply and clearly

The ability to network and establish relationships with clients

Research and analytical skills

Negotiation and influencing skills as well as determination and tenacity

The ability to work in a team

Time management skills

A target-driven mindset

Discretion and an understanding of the need for client confidentiality

An ethical and professional approach to work

Responsibilities:

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business

premises

Conducting in-depth reviews of client's financial circumstances, current provisions, and future aims

Analysing information and preparing plans best suited to individual clients' requirements

Completing risk analysis

Researching the marketplace and providing clients with information on new and existing products and services

Designing financial strategies

Assisting clients to make informed decisions

Reviewing and responding to clients' changing needs and financial circumstances

Promoting and selling financial products to meet given or negotiated sales targets