Independent Financial Advisor

2 weeks ago


Gauteng, South Africa CareerCare-SA Full time

If you are interested in furthering your career in the Financial Advisory Sector - LIFE Insurance, love working with people, and have an ambitious attitude, you are the perfect fit for this position.

**Remuneration**:

- Basic of R10 000 per month for the first 3 months
- 80/20 comission split
- After initial three months, the basic will fall away

**Duties & Responsibilities**
Establish and define professional relationship with clients
Gather data including goals
Analise and evaluate financial status
Develop and present financial planning recommendations and/or alternatives
Implement financial planning recommendations
Monitor the financial planning recommendations
Make money

**Requirements**:

- **Life Insurance **experience
- Tertiary qualification
- Degree or diploma from recognized Institution
- Minimum one year Financial Advisory sales experience
- RE5 qualification required
- Completed working under supervision
- Clear credit record and criminal record
- Own Laptop
- Want to work on his/her own with the support from a company
- A can-do attitude
- Love to work with people
- Remote work opportunity

**Products**:

- Pay-as-you-need life cover
- Illness Cover
- Disability Cover
- Income protection
- Sharebacks
- Funeral Cover

**What you will get**:

- 1 week of training
- Support after training
- A sophisticated & interactive digital advise tool to support client engagements/planning
- Professional development & training
- Less paperwork
- AI technology to help you find the right product for your clients

**Salary**: From R10,000.00 per month

Ability to commute/relocate:

- Gauteng, Gauteng: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- High School (matric) (required)

**Experience**:

- Life Insurance: 1 year (preferred)
- Finance Advisor: 1 year (preferred)

License/Certification:

- RE 5 (preferred)



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