Financial Administrator
5 months ago
Job Title
- Financial Administrator
- Job Number
- 72798
- Skills
- Ms Office
- Industry
- Financial Services
- City
- eThekwini (Durban)
- Job Description
We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change.
We will train and mentor you in wealth management and creation, to be a Financial Adviser in our market leading organisation. 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.
If you are an experienced Financial Adviser, you are more than welcome to make contact with us, lets talk about our Value Proposition.
Connect with us if you are a graduate wanting to build a career in this dynamic industry.
**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
- Inherent Requirements
**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
Mentorship Program
Professional Infrastructure nationwide
Leads
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
- Minimum Qualification
- Any / Insurance / Finance RE
- Terms
-
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