Understand clients financial needs Determine clients expenses, level of income, insurance coverage, their financial objectives and goals Answer clients questions and address concerns Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals Regularly review clients bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Manage and regularly update clients portfolios. Grade 12 (Matric) certificate A valid Drivers licence and your own car A clear criminal and credit check A minimum of 3 years working experience (preferably in sales) Proven computer literacy (own Laptop) Excellent communication skills (written and verbal) Own network
