We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.
- Responsible for the procurement of new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients’ investment portfolios, and make recommendations to optimize their financial objectives.
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Bachelor’s degree in finance, accounting, economics, or related field.
- A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
- Proven track record as a Financial Advisor, with a minimum of 3 – 5 years of relevant experience in financial planning and investment management.
- FAIS Compliance
- Valid driver’s license and own vehicle (Non-negotiable)
- Clear criminal and credit check
- Minimum of 3 – 5 years working experience (preferably in sales)
- Excellent Communication Skills
A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.
To apply for this job email your details to Sharonsmit@armstrongappointments.com