High-Performing Financial Strategist
1 week ago
We are seeking a self-starter to join Hans Mahrt and Company (Pty) Ltd as a Financial Adviser.
About the Role:
As a Financial Adviser, you will be responsible for assisting clients in building financial security. Your duties will include advising on suitable insurance, investment, and estate planning strategies. You will also be required to stay abreast of different offerings from various Financial Services Product Providers. Our expectation is that you will efficiently build and maintain long-term relationships to ensure the stability of our company's revenues and growth.
Key Responsibilities:
• Work with minimal supervision as a self-starter
• Procure new business
• Expand sales of products and services with existing customers
• Mainly work on own leads
• Highlight the advantages or benefits of products or services to individuals and the organization
• Adjust your sales technique depending on the nature of the prospect or customer
• Determine customers' needs and interests
• Advise on the most appropriate financial product for customers' needs
Requirements:
• Matric qualification
• 18 months experience in the financial services industry
• Regulatory examination RE5
• Class of Business up-to-date CPD points
• Valid driver's license and own transportation
• Clear criminal and credit record
• Excellent communicator
• Tech-savvy
• Entrepreneurial mindset
Remuneration:
This is a commission-only role, where income is dependent on your productivity. The commission split is up to 70/30, with bi-weekly payouts.
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