Financial Advisors

4 days ago


Johannesburg, South Africa Izwi Lethu (Pty) Ltd Full time

We are looking for a Financial Advisor that will deliver personalized solutions to help clients work toward their long-term financial goals.

They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Duties & Responsibilities
- Qualify and target clients in the relevant market segment to establish a strong client base.
- Conduct a financial needs analysis with the client to establish their future goals and needs.
- Identify and convincingly market suitable products to the clients that satisfy the clients’ needs. Close the sale and comply with the relevant compliance and legislation.
- Keep abreast of new developments in the industry and market trends.
- Develop relationships with clients by reviewing at regular intervals.
- Comply with the Mission Statement and Objectives of the company.

Competencies:

- Delivering Results & Meeting Customer Expectations Achieving Personal Work Goals

Desired Experience & Qualification
- Do you have a minimum of 2 years of experience as a financial advisor in long term insurance?
- Do you have RE 5 Certificate?
- Do you have 120 credits?
- Do you have industry related tertiary qualification would be an advantage (not requirement)
- Do you have matric certificate?
- Are you computer literate?
- Do you have a vehicle and driver’s license?
- Do you have your own WIFI?
- Are you under debt review?

Package & Remuneration
- Commission Based Salary
- A building allowance of R24 000 which is once off while going through training
- An interest free loan up to R20 000 to purchase technology equipment (Optional)
- Commission contracts: 90% or 85% commission plus R5000 monthly allowance
- Vesting allowances: based on production payable for 24 months.
- Various performance bonuses
- A digital activity allowance.
- Participation in national & international conventions & competitions
- Group benefits such as pension fund & medical aid

Career Incentives
- Lucrative Remuneration and rewards
- Career progression
- Development opportunities
- Strong leadership
- Supportive work environment

We also offer:

- Administrative support for processing business
- Mentoring & coaching by experienced managers and product specialist
- Regular training and development
- Commission on referrals for medical aid, short term, and employee benefits
- Accredited training for a certificate in wealth management NQF 5 (120 Credits) as well as training for the RE exam
- A bursary for advisors that qualify to do the CFP qualification

**Job Types**: Full-time, Permanent

**Education**:

- Certificate (required)

**Experience**:

- Long Term Insurance: 2 years (required)


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