Junior Financial Advisor

2 weeks ago


Johannesburg, Gauteng, South Africa Wealth Doctors Full time
Meet with referred customers in Financial setting or customer's homes or offices as requested

  • Collect and analyze customer data such as income, assets, investment, and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstances
  • Provide guidance to customers regarding the advantages and disadvantages of different financial products
  • Responsible for marketing, servicing, and promoting the Wealth Doctors(Old Mutual) financial products in order to obtain new business.
  • Perform ongoing selfeducation to remain product/solution fluent and maintain licensing capability
  • Prepare reports and present as appropriate.

Job Types:
Full-time, Commission

Salary:
R15, R71,000.00 per month

Ability to commute/relocate:

  • JHB, Gauteng: Reliably commute or planning to relocate before starting work (required)

Education:

  • High School (matric) (preferred)
Application Deadline: 2023/09/30
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