Accredited Financial Planner

Key Activities:

• Sourcing new clients via networking & prospecting and setting up appointments
• Meeting with clients in person.
• Establish your clients'''''''''''''''' financial needs, concerns and goals.
• Conducting professional Financial Needs Analysis.
• Dispensing / selling of suitable financial insurance products, corporate benefits, medical aid and Investments.
• Building, growing and managing your own client portfolio
• Remaining FAIS accredited and up to date

Desired Experience & Qualifications:

• Driven, outgoing personality with entrepreneurial flair
• Own Vehicle is essential
• Matric /Gr 12
• Tertiary Qualification (preferable)
• RE 5 qualification (desirable)
• External Sales experience / Financial Industry experience (preferable)
• Good Networking skills are a must
• Professional appearance.
• No Criminal record and clear credit record

Join a well-established company, a leader in the industry, where you can develop and build your own practice under the respected brand.