Financial Advisers
1 week ago
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.
Remuneration to be discussed at the interview.
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?
COVID-19 considerations:
yes
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?
**Education**:
- Certificate (preferred)
**Experience**:
- financial advisor: 2 years (preferred)
**Language**:
- fluent english (required)
License/Certification:
- RE5 preferable (preferred)
- license and own vehicle (required)
Willingness to travel:
- 75% (preferred)
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