Wealth Consultant
Wealth Consultant Introduction
Jumpstart Your Sales Career in Financial Services!
Are you dynamic and driven? Ready to make a real impact? Join us and transform lives by empowering people to achieve financial freedom!
We are seeking candidates who thrive in dynamic environments and are comfortable taking initiative and building relationships.
Why Join Us?
- Comprehensive Training & Support: We’re committed to your success with extensive training, support, and development opportunities.
- Unlimited Earning Potential: Your hard work directly translates into financial rewards. The sky’s the limit!
- Education: Avenue for Ongoing Studies
- Career Growth: With our supportive environment, your career can reach new heights.
Duties & Responsibilities
Key Responsibilities:
- New Business Development: Generate new business through innovative prospecting and referrals. Wealth Consultant
- Client Relationship Management: Network, source, and prospect to build and maintain long-term client relationships.
- Client Consultations: Meet with clients in person, conduct detailed financial needs analyses, and offer expert advice.
- Financial Security & Wealth Growth: Help clients achieve their financial goals and expand their portfolios.
- Professional Practice Management: Cultivate long-term client relationships and manage your practice with integrity.
- Continuous Learning: Stay accredited and up to date with industry trends and market knowledge.
Desired Experience & Qualification
Who We’re Looking For:
Whether you’re an entrepreneurial spirit or a seasoned sales professional, we want you on our team!
This role is ideal for individuals who are proactive, confident, and enjoy engaging with others.Wealth Consultant
- Sales Expertise: Proven experience in generating leads and closing deals, with exceptional relationship-building skills.
- Education: Tertiary qualification preferred; Matric is essential.
- Experience: At least three years of full-time work in a client-facing role.
- Sales Environment: Prior experience in a target-driven sales environment is a strong advantage.
- Requirements: Own vehicle and valid driver’s license are non-negotiable.
- Skills: Networking, prospecting, negotiation, and relationship-building.
- Independence: Ability to work independently and manage your time effectively.
- Integrity: Clear credit and criminal record.
- Drive: Proactive, career-driven individuals with strong commercial acumen.
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