Belleview Financial Services is currently seeking qualified applicants to join our team as a Financial Advisor. This person must be highly knowledgeable and skilled and will act as an intermediary between the company and our customers. Superb customer service skills are a must for success.
Our Financial Advisors provide our clients with sound financial guidance and make critical recommendations to help them make informed financial decisions. A successful candidate will be able to demonstrate his/her ability to research the marketplace for available products and services, effectively help customers identify their needs, design and present financial strategies, and of course, close a sale.
Financial Advisor Duties and Responsibilities
• Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments etc.) Proven ability to provide strategic advice in the above areas articulately.
• Patience and skills required to assess a client’s overall financial picture, truly understand their needs, and then develop a relevant, solid financial plan.
• Evidence of the people skills needed to guide clients towards a financial decision that is both profitable and secure.
• Commitment to cultivating our client base and building win-win relationships
• Self-motivation and willingness to network, generate leads, and seize opportunities to sell investments products and risk products (life covers and funeral plans) etc.
• Exceptional communication skills needed to liaise with providers, vendors, and other professionals.
Requirements and Qualifications
• Bachelor’s Degree/Diploma in Financial Planning, Risk Management and Insurance, Economics, Finance or related field.
• Certificate of Proficiency (COP).
• Proven work history with experience as a financial adviser, controller, planner, specialist or other relevant role.
• Consistent track record of successful financial guidance.
• Ability to analyse the market data in order to formulate and provide appropriate, data-based financial advice.
• Solid communication, negotiation, and presentation skills.
• Attention to detail and consistent accuracy with all data.
• Highly articulate and able to explain complex information clearly and simply.
• Strong relevant computer skills including ability to operate database systems. MSO, EXCELL
Closing date and application instructions
Interested applicants should submit their applications, comprehensive CV and certified copies of academic certificates no later than Thursday, 31 March 2022 to; [email protected]
We will correspond with short listed candidates only.
For more info: 391 8237
Financial Advisors Vacancy
