Financial Advisors (50k)

Sheer Logic Management Consultants (SLMC) was incorporated in 1997 as a limited liability company whose overall aim is to provide Human Resource consultancy and training services to a diverse set of industries and economic sectors; both private and public. Our Mission Improve the operational effectiveness of our client, by developing solutions that bui…

Financial Advisors (50k)

About the Opportunity

• Our client, a growing financial services organisation, is seeking motivated, results-oriented and customer-focused Financial Advisors to join its team.

• The successful candidates will be responsible for identifying prospective clients, understanding their financial needs and recommending suitable financial products and solutions. The role requires strong relationship management, business development and sales skills, with a focus on building a sustainable client portfolio and achieving set business targets.

• This opportunity is ideal for commercially driven professionals with experience in banking, insurance, investments, microfinance or financial services sales who are passionate about helping clients make informed financial decisions.

Responsibilities

• Identify, prospect and acquire new clients through referrals, networking, direct sales and other business development initiatives.

• Build and maintain strong relationships with existing and prospective clients.

• Assess clients’ financial needs, goals and circumstances to recommend appropriate financial products and services.

• Explain product features, benefits, costs and applicable terms clearly to clients.

• Develop and implement strategies to grow the client portfolio and achieve assigned sales and revenue targets.

• Follow up on leads, conduct client meetings and convert prospects into active customers.

• Maintain accurate client records, sales pipelines and activity reports.

• Monitor client portfolios and provide ongoing support to strengthen relationships and encourage retention.