Career Opportunities as a Financial Consultant
1 week ago
This role presents a lucrative chance for a driven and ambitious professional to become a certified Financial Planner, enabling them to provide expert advice and guidance to clients. The financial rewards are substantial, with an uncapped earning opportunity that is truly exceptional.
Key Responsibilities:- Understand clients' financial needs and goals
- Determine clients' expenses, income level, insurance coverage, tax status, and risk tolerance
- Provide expert advice on insurance coverage, investment planning, cash management, and other areas to help clients achieve their financial objectives
- Regularly review clients' financial data to identify opportunities for growth and improvement
- Prepare and interpret financial document summaries, investment performance reports, and income projections for clients
- Manage and update clients' portfolios regularly
- BUILD AND MAINTAIN A PORTFOLIO OF CLIENTS
This is a FAIS role that offers full training to ensure success. The ideal candidate will have the following qualifications:
- Matric
- At least 2 years of sales experience
- RE5 or FAIS qualification is advantageous but not essential
- A reliable car and valid driver's license
- A laptop and a strong network of contacts in the industry
The estimated salary for this position is around R400,000 - R600,000 per annum, depending on performance and experience. This is a commission-based employment opportunity that offers true potential for growth and advancement.
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