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We form part of Telesure Investment Holdings (TIH), which is home to some of South Africa’s leading financial service providers: Auto&General; Budget Insurance; 1 st for Woman, Dialdirect and Wealthport. Our Advisers not only have access to this stable of incredible brands but also 1Life Insurance one of SA’s most loved and trusted insurance brands.
We are looking to fill positions in Gauteng, Durban, and Cape Town and offer regional support, a hybrid work model, multiple streams of income, cross-sell and lead generation opportunities, digital enablement, and a value proposition that allows for the retention of clients and the growth of a sustainable financial planning practice.
JOB DESCRIPTION
You will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive financial solutions. We seek motivated professionals with a proven track record in financial advisory services.
You will be required to:
- Conduct thorough financial needs analyses for clients to understand their goals and objectives.
- Develop and implement customised financial plans to meet clients' short and long-term goals.
- Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
- Build and maintain strong relationships with clients through proactive communication and exceptional service.
- Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to serve clients better.
- Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.
BENEFITS
- Annual salary and commission.
- Medical Aid.
- Provident Fund.
- Group Life Benefits.
MINIMUM REQUIREMENTS
- Minimum academic requirement: RE 5 (Essential).
- Bachelor's degree in finance, business administration, or a related field (Wealth Management-NQF 5) (Preferred).
- Minimum two years' experience in financial advisory services.
- Proven track record of success in face-to-face sales and client relationship management.
- Strong understanding of life & wealth products and industry regulations.
- Excellent communication and people skills, with the ability to build rapport and trust with clients.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
- Analytical and strategic thinking.
- Valid driver's license with a reliable vehicle.
- Professional appearance.
Successful candidates will be contacted for interviews.
Submit your CV to us at careers at TIH.
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