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Financial Consultant / Financial Advi...

Nexus Recruitment

Johanesburg, Cape Town, Rustenburg, Pretoria, Centurion

1-10⁠ Employees

Permanent

Full Time, Work from Home

4 days ago

I'm interested

Top skills

You're a great fit for this role if you have the following skills:

Business Development

Customer Relations

Retirement Planning

Networking

Sales

Introduction

Shape Your Future While Helping Others Secure Theirs

Are you an ambitious professional looking for more than just another job?

Do you enjoy working with people, building meaningful relationships, and making a real difference in the lives of others?

IWCP, a leading Liberty affiliate, is looking for motivated individuals to join our growing team of Financial Consultants. Whether you're an experienced professional or looking to transition into financial services, we'll equip you with the training, mentorship and support needed to build a successful and rewarding career.

This is your opportunity to become part of a respected organisation while developing your own professional practice with unlimited growth potential.

Duties & Responsibilities

As a Financial Consultant, you will partner with individuals, families and business owners to help them make informed financial decisions that protect their future and build long-term wealth.

Your responsibilities will include:

Meeting with clients to understand their financial goals and personal circumstances.
Conducting comprehensive financial needs analyses.
Providing professional advice on life insurance, investments, retirement planning and wealth protection.
Developing personalised financial strategies tailored to each client's needs.
Building and maintaining long-term client relationships through exceptional service.
Growing your client portfolio through networking, referrals and business development.
Keeping up to date with industry legislation, products and market trends.

Desired Experience & Qualification

The ideal candidate will be:

Passionate about working with people.
Professional, confident and well presented.
Self-motivated and results driven.
An excellent communicator with strong interpersonal skills.
Organised, disciplined and able to work independently.
Eager to learn, develop and build a long-term career.

Previous experience in sales, banking, insurance, customer service, real estate, retail, hospitality or business development will be advantageous, but is not essential.

Minimum Requirements

Grade 12 (Matric)
South African citizen
Valid driver's licence
Reliable vehicle
Clear criminal and credit record
Computer literacy
Professional communication skills

Read the full job description here.

I'm interested

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Company headquarters: 40 Galaxy Avenue, Linbro Office Park, Johannesburg
Registration Number (1999/005423/07)
Managing Directors: Desmond O´Grady, Greig Smith, Orla Moran