Financial Planning Specialist

1 month ago


Port Elizabeth, Eastern Cape, South Africa Afro Miaki Group PTY Full time
Company Overview:
Afro Miaki Group PTY is a dynamic organization that values customer satisfaction and success. Our mission is to provide exceptional financial services that cater to the needs of our clients.

Job Description:
The role of a Senior Financial Advisor is a challenging and rewarding career opportunity. As a key member of our team, you will be responsible for championing our valued customers to achieve their lifetime goals. This entails identifying their financial needs, providing sound financial advice, recommending and implementing fit-for-purpose financial plans and solutions.

Salary:
This position comes with an attractive salary range estimated to be between R300,000 - R500,000 per annum, based on industry standards and market conditions in South Africa. Your earnings potential can further increase through commission-based sales performance.

Required Skills and Qualifications:
To succeed in this role, you must have the following qualifications and skills:
  • Senior Certificate (Matric / Grade 12/ NQF 4)
  • 24 months experience in life insurance sales
  • Must have a driver's license and own car
  • Must meet the FAIS Fit and Proper requirements
  • Regulatory Examination/RE5 essential
  • Completed FSB recognized qualification (FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognized qualification by the FSB.)
  • Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)

Benefits:
This position offers excellent opportunities for career growth and professional development. You will have access to ongoing training and support to enhance your skills and knowledge in the field of life insurance sales. Additionally, you will have the potential to receive 100% commission on your sales performance, making this a highly rewarding career choice.

Others:
This role is ideal for individuals who are passionate about providing exceptional customer service and have a strong desire to succeed in the financial industry. If you are self-motivated, results-driven, and enjoy working in a fast-paced environment, this could be the perfect opportunity for you.

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