Overview
Financial service agent Jobs in Johannesburg at Ampliefied Legacy Consulting
Job Title: Financial Service Agent
Location: Johannesburg, South Africa Remote Working: Remote working not available
Responsibilities:
Assist clients with financial planning and investment strategies.
Provide comprehensive financial advice to clients, including budgeting, saving, and investing.
Analyze financial data and market trends to offer informed recommendations.
Develop and maintain long-term relationships with clients.
Prepare financial reports and documentation.
Stay updated with financial regulations and compliance requirements.
Collaborate with other financial professionals within the company to provide a holistic service to clients.
Requirements:
Matric OR NQF LEVEL 4(EQUIVALENT TO MATRIC)
Proven experience as a financial service agent or in a similar role.
Strong understanding of financial products, investment strategies, and market trends.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to build and maintain client relationships.
High level of integrity and confidentiality.
Title: Financial service agent
Company: Ampliefied Legacy Consulting
Location: Johannesburg
