PURPOSE OF THE JOB:
Financial Advsiors provide specialist advice on Hollard products. The role involves selling of Hollard MyLifeandMore products to mainly government employees and private clients.
CRITERIA
- Matric
- Finance/relavant tertiary qualification
- Completed RE (Advantageous)
- 1- 2 years Financial Advisor experience
- Self motivated and the ability to work without supervision
- Ability to work under pressure
- Strong interpersonal and communication skills
- Great networking skill
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Ø contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Ø conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Ø analysing information and preparing plans best suited to individual clients' requirements
Ø designing financial strategies
Ø assisting clients to make informed decisions
Ø reviewing and responding to clients changing needs and financial circumstances
Ø promoting and selling Hollard financial products to meet given or negotiated sales targets
Ø keeping up to date with financial products and legislation
