Financial Advisor

Posted 4 days ago by FROGG Recruitment SA

Job Information

  • Experience
    2-3 Years
  • Career Level
  • EE or Non EE Position
    Non EE Position
  • Driver's License
  • Disability Position
  • Qualification
    Diploma / Bachelors

Job Description

Financial Advisor Bellville

One of our insurance clients is looking for Financial planners to market a wide range of products. The financial advisor / financial planner will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits) to clients.

Min requirements
Certificate in Wealth Management or related NQF 5 qualification – MUST HAVE
Regulatory Examination 5 – Representatives – MUST HAVE
Proof of past performance in the form of commission statements of the last 12 months

Optimize business profitability by identifying income opportunities and meeting agreed on income targets
Facilitate requirements between clients and product/service providers
Track and report progress of agreed implementation to clients
Issue confirmation of implementation to clients
Conduct annual reviews with clients
Scan client base and target market for financial planning opportunities
Generate leads by identifying appropriate clients/prospects

Please apply online or visit FROGG Recruitment’s website to apply.
FROGG Recruitment SA