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Financial Administrator
2 weeks ago
Job Number
- 72905
Job Type
- Permanent
Job Title
- Financial Administrator
Computer Skills
- Ms Office
Industry
- Financial Services
City
- Bedfordview
Province
- Gauteng
- We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change.
- We will train and mentor you in wealth management and creation, to be a Financial Adviser in our market leading organisation. To become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.
- If you are an experienced Financial Adviser, you are more than welcome to make contact with us, lets talk about our Value Proposition.
- Connect with us if you are a graduate wanting to build a career in this dynamic industry.
Job description. - Sourcing and meeting potential clients.
- Establish their financial needs and goals.
- Enabling a professional Financial Needs Analysis to be drafted.
- Dispensing / selling of suitable financial insurance products and Investment.
- Ongoing servicing of client book
Inherent Requirements
Minimum requirements for this position:
Own Vehicle
- Cell Phone and Laptop
- Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
- RE 5 qualification (preferable)
- 2yrs Financial Advisory Experience (preferable)
- Professional appearance.
- No Criminal record and clean ITC listing
- Benefits:
- Training provided
- Mentorship Program
- Professional Infrastructure nationwide
- Leads
- Multiple streams of income form a variety of long and shortterm products, Medical aid and Gap cover as well as referral commission form other product houses
- Admin & Paraplanning assistance for external products.
- Flexible hours
- Production rewards and incentives
- Career growth opportunities
What Qualification - Insurance / Finance
Minimum Qualification
- Any
Status
- Available
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