Financial Advisor
Blignaut Bluestar Financial Services (Pty) Ltd.
Centurion, Gauteng
Driving jobs span delivery, courier, code 10 and code 14 truck driving. A valid licence and PrDP are usually the only entry requirements, making this one of the most accessible skilled trades in South Africa.
This listing does not state a salary. As a guide, driver roles in South Africa typically pay R7 000 to R18 000 a month (indicative).
Job description
We are looking for a knowledgeable and client-focused Financial Advisor to join our team. In this role, you will help individuals, families, and businesses achieve their financial goals by providing tailored advice on investments, retirement planning, insurance, tax strategies, and wealth management.
- Analyse clients’ financial status
- Provide expert guidance on different financial services and products
- Create customised financial plans
- Travel to existing / potential clients for in person consultation
Requirements:
- Qualifications: Valid driver’s license, own transport, aged 21+, proficient in Microsoft Office.
- Industry Knowledge: Understanding of the insurance industry and strong analytical skills. (Advantageous)
- Client Needs: Assess clients’ financial goals, income,expenses, and risk tolerance.
- Communication: Strong verbal, written, and listening skills.
- Sales & Advice: Advise on insurance, investments, and financial planning.
- Portfolio Management: Manage and update client financial portfolios.
- Time Management: Strong organisational and time-management skills.
- Client Relationships: Build and maintain a loyal client base.
Language:
- Afrikaans (Required)
License/Certification:
- Drivers license and car (Required)
Work Location: In person
Good to know
What does this driver job pay?
This listing does not state a salary. As a guide, driver roles in South Africa typically pay R7 000 to R18 000 a month (indicative).
Do I need experience for driver jobs in Centurion?
This driver role may ask for some experience or a relevant qualification. Read the listing for the specifics before you apply.
How do I apply for this job?
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Found on Indeed · Posted 1 weeks ago