Financial Planner
5 days ago
**Job Number**
- 67428
**Job Type**
- Permanent
**Job Title**
- Financial Planner
**Computer Skills**
- MS office
**Industry**
- Financial Services
**City**
- Johannesburg (Incl. Northern Suburbs)
**Province**
- Gauteng
- Follow 6 steps in Financial Planning including Needs Analysis- Presentation and negotiations to individuals & Groups Network and obtain referrals and leads- Advice on Life, Investments, Retirement products- Sales- PR & brand Ambassador-
**Inherent Requirements**
- Requirements:
- Fit and proper and preferably already qualified in terms of FAIS Act Interact with clients diligently and fairly.- Presentable and dynamic.- Commission & target driven.- Good Sales and network skills.- Presentation and negotiation skills- Experience:
- Life Insurance, Investment products etc'-
- Work under pressure and handle stress.- Self-motivated.- Client offers: A basic salary and competitive commission structure Access to client data and record-keeping system. Continuous training and development. Excellent administration back-office support and client services call centre. Call Centre arranges appointments and handles Diary management Para-planner for assistance with portfolio preparation Ongoing in-house training & maintenance of CPD points Networking Functions, Exhibitions & Seminars**What Qualification**
- FAIS
**Minimum Qualification**
- Certificate
**Status**
- Available
-
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