Financial Advisor
Location
johannesburg, gauteng
Job Type
Full-time
Category
Audit, Taxes & Accounting
Posted
June 18, 2026
Responsibilities
- Increase market share and contribute to the overall business objectives and its long-term viability.
- Manage own development to increase own competencies.
- Build your own Long term insurance and investment portfolio by:
- Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
- Effective communication with both internal stakeholders and clients (written and verbal).
- Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
- Providing solutions to clients by selling the company'slong term insurance and investment products aligned to the needs of the client.
- Prospecting clients from within the organisation for their life insurance and funeral cover needs by utilising our existing client base.
- Providing on-going service and support to your individual client base (...