Vacancy Details
Financial Advisor
Area: Randburg, Gauteng
Salary: 1st 2 months Basic salary R25 000 thereafter commission only
Purpose of the position: Our clients is a franchise of a well-known Financial Service provider and they are looking to recruit Financial Advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
Duties:
· Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
· Providing strategic advice across a variety of financial products and services
· Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
· Guiding clients towards a profitable and secure financial decision
· Performing market research to stay current with financial trends
· Maintaining compliance with all rules and regulations in the financial industry
· Identifying and pursuing potential clients to maintain a strong client base
Required Skills
- Cold Calling: 1 to 2 years
- Insurance Sales: 1 to 2 years
- Customer Liaison And Support: 1 to 2 years
Candidate Requirements
Requirements
· RE5
· Matric
· Relevant NQF5 qualification
· Minimum 2 years’ relevant experience
· Salary slips reflecting three months of earnings (> R25 000.00 per month on average)
· Class of Business (COB) – Long Term and Investments
· Criminal and credit clear
6 people have applied for this job. 240 people have viewed this job.
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