Financial Advisers

2 weeks ago

Kloof, South Africa Featherway Recruiting Full time

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.

**Job description.**
- Sourcing and meeting potential clients.
- Establish their financial needs and goals.
- Enabling a professional Financial Needs Analysis to be drafted.
- Dispensing / selling of suitable financial insurance products and Investment.
- Ongoing servicing of client book.

**Minimum requirements for this position**:

- Own Vehicle
- Cell Phone and Laptop
- Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
- RE 5 qualification (preferable)
- 2yrs > Financial Advisory Experience (preferable)
- Professional appearance.
- No Criminal record and clean ITC listing.

**Benefits**:

- Training provided.
- Professional Infrastructure nationwide
- Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses.
- Admin & Para-planning assistance for external products.
- Flexible hours
- Production rewards and incentives
- Career growth opportunities

**Job Types**: Full-time, Permanent

**Salary**: R1.00 - R2.00 per month

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**:

- High School (matric) (preferred)
**Experience**:

- financial advisory: 2 years (preferred)

**Language**:

- fluent english (preferred)
License/Certification:

- license and own vehicle (preferred)
- RE5 (prefereable) (preferred)

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