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Investment and Insurance Professional

1 week ago

Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time
Job Summary:

This is an exciting opportunity for a financial advisor to join our team. The role involves providing exceptional service excellence to clients, as well as identifying new business opportunities.

Key Responsibilities:
  • Responsible for identifying new business opportunities.
  • Provide customized financial planning and investment advice.
  • Develop and maintain a comprehensive understanding of financial products and strategies.
  • Analyse financial data and make recommendations.
  • Assist clients in completing applications and documentation.
Requirements:

The ideal candidate will have:

  • A minimum of 3-5 years' experience in sales or a related field.
  • A valid driver's license and own vehicle.
  • A clear criminal and credit check.

Qualifications: A minimum of NQF5, RE5, Class of Business Long Term Insurance (non-negotiable), CFP candidates preferred.

Remuneration:

R15k - R20k + Commission.