Financial Planner

7 months ago

Centurion, South Africa Stonebridge HR Solutions Full time

**Responsibilities**:

- **Client Consultation**: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
- **Financial Analysis**: Analyze clients' financial data, including income, expenses, investments, and debts, to develop a comprehensive financial overview.
- **Developing Financial Plans**: Create customized financial plans based on clients' goals and financial situations, incorporating investment strategies, retirement planning, and risk management.
- **Investment Advice**: Provide informed and strategic investment advice, considering clients' risk tolerance, investment horizon, and financial objectives.
- **Insurance Planning**: Assess clients' insurance needs and provide recommendations for life, health, and other relevant insurance products.
- **Retirement Planning**: Assist clients in planning for retirement by developing strategies for savings, pension utilization, and other retirement income sources.
- **Tax Strategies**: Advise clients on tax-efficient strategies to optimize their financial situation and minimize tax liabilities.
- **Market Research**: Stay updated on financial market trends, economic indicators, and investment products to provide timely and relevant advice.
- **Client Education**: Educate clients on financial concepts, investment options, and the importance of financial planning to empower them to make informed decisions.
- **Compliance**: Ensure compliance with industry regulations and ethical standards in all financial advisory activities.

**Key Benefits**:

- **Limitless Earning Potential**: Say goodbye to fixed salaries and hello to limitless earnings. Your income directly correlates with your service success.
- **Performance Recognition**: We recognize and appreciate your efforts. Our structure ensures that your dedication and achievements are directly rewarded, fostering a culture of performance recognition and encouragement.
- **Flexibility and Independence**: Enjoy the flexibility of managing your own schedule and business strategies. We trust you to make the decisions that best serve your clients and drive results. Your success is our success.
- **Industry-Leading Products**: Represent top-tier insurance products that practically sell themselves. Our portfolio is designed to meet the diverse needs of clients, making it easier for you to build lasting relationships and close deals.
- **Transparent Commission Rates**: We believe in transparency. Our commission rates are clearly outlined, ensuring you have a clear understanding of your potential earnings from the outset. No hidden surprises, just straightforward compensation.
- **Training and Support**: Excelling in the insurance industry requires knowledge and expertise. We provide comprehensive training programs and ongoing support to help you sharpen your skills, stay updated on industry trends, and become a trusted financial planner to your clients.

**Requirements**:

- Matric.
- Own reliable vehicle and laptop
- Minimum 1 years’ experience in sales/key accounts/customer relations/marketing/business development.
- Ability to build and maintain quality client relationships.
- Must be bilingual - English and Afrikaans.
- Resilient, competitive, ambitious, and confident.
- Passionate about reaching targets.
- Own reliable vehicle.

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