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Life Broker: Umhlanga

2 months ago

Umhlanga, South Africa Dante Personnel Full time
Minimum requirements:
  • Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/ Bcom)
  • RE5
  • Relevant Class of Business's in place
  • Fit and Proper
  • Minimum 3 Years in Financial Planning Role
  • Excellent command of Microsoft Excel or related software
  • Experience in working with Professionals and High Net worth clients
  • Previous Book not a requirement
  • Drivers License and Own Vehicle

Consultant: Angela Heydenreich - Dante Personnel East Rand