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Personal Financial Advisor
2 months ago
**Wealth Consultant**
We are seeking experienced insurance sales advisors in the Western Cape Region, with an entrepreneurial attitude with a specific focus on risk financial products (funeral and life cover) to customers.
If you are looking for a change and want to have the opportunity to develop new skills then we would like to discuss your options with us.
**Responsibilities**:
- Generate prospecting opportunities through networking, generate leads to position products and service offering
- Secure financial planning meetings with prospects/clients
- Follow the 6 steps in financial planning methodology to ensure comprehensive financial planning and advisory services are rendered to clients
- Conduct financial needs analysis for clients using a FNA system
- Source quotations for product related recommendations
- Assist with the implementation of agreed recommendations
- Track and report progress of agreed implementation to clients
- Conduct annual reviews with clients
QUALIFICATIONS / REQUIREMENTS
- Matric/Grade 12
- FAIS Qualification (non-negotiable) minimum NQF5
- Bcom in Financial Planning, -Investments, Postgraduate (optional)
- Class of Business
- CPD compliant
- FAIS Regulatory examination for Representatives (RE5)
EXPERIENCE / REQUIREMENTS
- 2 years' experience in financial planning for Risk and Investments
- Proven sales track record in a target driven environment
- Must be prepared and willing to travel to client sites for meeting
- Must have laptop and mobile phone and internet connection
**Salary**: R15,000.00 - R40,000.00 per month
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