Financial Services Professional
3 days ago
We are looking for highly skilled professionals to fill the role of Insurance and Wealth Advisors in Centurion, South Africa.
In this position, you will have the opportunity to work with a well-established client base, providing tailored financial planning solutions related to healthcare.
Your primary responsibility will be to deliver exceptional client experiences across various market segments, including middle-income, affluent, professional, and business clients.
Essential Qualifications- A minimum of 1 year of experience in the financial services industry.
- Compliance with relevant FAIS requirements based on the date of first appointment (DOFA).
- Obtaining necessary Class of Business Certificates within 1 year of DOFA.
- Completing RE5 certification within 2 years of DOFA.
- Acquiring FSCA-approved qualifications within 6 years of DOFA.
- Access to quality leads and a well-supported infrastructure.
- Administrative assistance to ensure focus on client engagement.
- A lucrative remuneration structure.
- A dynamic work environment.
- The opportunity to make a meaningful impact by providing expert financial advice and health solutions.
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