Candidate Requirements

Duties and Responsibilities:

Prospecting and closing of new business

Networking to obtain new clients

Advising clients on what is needed to meet their financial goals

Maintaining of existing business and servicing existing clients

Developing and presenting financial planning recommendations

Maintain and adhere to providing a holistic approach to financial advice

Establishing and defining a professional relationship with clients

Doing Financial Needs Analysis daily to give quality advise

Analysing and evaluating of financial information

Staying connected with clients constantly and providing services as clients enter different stages of their lives

Setting up meetings to see clients

Desired Experience & Qualification

Experience

The successful candidate will have at least two (2) or more years’ experience as a representative rendering Financial Advice and Intermediary services

Formal education and qualifications as a minimum requirement

·       Matric

·       Must be computer literate

·       Must have excellent negotiation and presentation skills and possess the ability to realise deals

·       Must have high initiative and entrepreneurial skills and must be able to work independently

·       Own transport

Inherent requirements and skills applicable to this vacancy

·       Excellent analytical skills

·       Excellent communication skills

·       A sound understanding of various financial policies, products and portfolios

·       Passionate about customer care

·       Ability to work independently

·       Attention to detail

·       Innovative, outgoing and a dynamic persona

Package & Remuneration

To be discussed during the interview process and to be based on commission structure.