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Financial Advisor (Financial)

Duties & Responsibilities Key responsibilities . Contacting clients and corporates setting up meetings, either within an office environment or in clients' homes or business premises . Conducting in-depth reviews of clients' financial circumstances, current provision and future aims Analyzing information and preparing plans best suited to individual clients' Requirements Completing risk analyses . Researching the marketplace and providing clients with information on New and existing products and services Designing financial strategies Assisting clients to make informed decisions Researching information from various sources, including providers of Financial products. Desired Experience & Qualification Requirements . Min 1 year of life insurance / investment selling experience. RE5 Matric Driver’s license & own transport. Clear ITC Clear criminal record. Interested? Send your CV and latest pay slip to fin@aaaa.co.za

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