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Salaried Financial Advisor

3 months ago

Durban, South Africa Micah Govender Developments Full time

Business Description:

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Company is looking for experienced life and investment financial advisors to be based in Durban.

Output/Core Tasks:

  • Establish long-term relationships with clients
  • Financial planning for clients
  • Focus on identifying client needs and then offer suitable financial solutions
  • Provide excellent service orientation and frequent contact with clients

Requirements:

  1. Matric or NQF4 equivalent certification (Essential)
  2. Tertiary Certificate and or Degree (Essential)
  3. Financial qualification and or RE5 accredited (Beneficial)
  4. Drivers license with own vehicle (Essential)
  5. Sales Experience and Skills (Essential)
  6. 1 year financial industry experience (Beneficial)
  7. Latest 6 Months commissions statements (Beneficial)