Find Out Your Score for This Position and Tailor
5 months ago
**Requirements**:
- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
- Life and health license.
- Valid driver?s license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
**Responsibilities**:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: ZAR 13,333.00 - 20,000.00 Monthly
Positions available: 10
JOB REQUIREMENTS
Minimal experience: Unspecified
Gender: Indistinct
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