Senior Independent Financial Advisor [South Africa]

 

A well established company in Pretoria is looking for a Senior Independent Financial Advisor to join our awesome team.

Duties and Responsibilities:

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• Build and deepens relationships by providing a high-quality client experience in all interactions.
• Promote financial products offered by the various product providers
• Obtain and review clients investment goals, time horizons and tolerance for market volatility.
• Schedule, prepare, hold and execute on follow up items for all client meetings
• Produce, present and review/update financial plans designed to help clients achieve their financial needs.
• Serves as a primary liaison between client and the FSP.
• Earn/ask for introductions to new clients by focusing on relationship building

Requirements: (Non-negotiable)

• FSCA approved Degree/Diploma
• At least two years experience as a Financial Advisor
• RE5
• Own laptop and car
• Last 12 months commission statements
• Ability to obtain new clients

The FSP is licensed to sell the following financial products:

• Life Insurance products
• Investments
• Medical Insurance
• Medical Aid
• Short term insurance: Commercial & Personal Lines

Training will be provided on all the different products that are provide.

APPLY NOW!

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