Financial Advisor
2 days ago
**Financial Advisers**
We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, 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.
- Entrepreneurial and ambitious
- Has strong business acquisition and sales skills
- Has a network of economically active people
- Target driven and able to achieve KPI’s
- Able to work under pressure
- Professional appearance
- Strong communication skills
**Job description.**
- Sourcing and meeting potential clients.
- Establishing their financial needs and goals.
- Developing professional Financial Needs Analyses.
- Recommending suitable insurance and investment solutions.
- Ongoing reviews and servicing of your clients.
**Minimum requirements for this position**:
- Own Vehicle
- Cell Phone and Laptop
- Diploma or Qualification
- RE 5 qualification (preferable)
- Proven successful track record as a sales professional
- No Criminal record and clean ITC listing
**Benefits**:
- Training & Mentorship program
- Flexible hours
- Corporate benefits
- Production rewards and bonuses.
- Uncapped earning potential.
- Career growth opportunities.
Application Question(s):
- If you have an ITC record, judgements or debt review you will not be considered for the role. Do you have any of the above credit profiles.
- If you have a criminal record, you will not be considered for the role, do you have a criminal record?
- Do you have a reliable vehicle with a valid drivers license.
**Education**:
- High School (matric) (required)
**Experience**:
- Sales | Finance | Client acquisition| Financial Planning: 3 years (required)
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