Accredited Financial Planner

Recruiter:

Liberty Group

Job Ref:

ZeldalDurban03/2021

Date posted:

Wednesday, February 24, 2021

Location:

Durban, South Africa

Salary:

Commission & Benefits

SUMMARY:
We are looking for a dynamic, enterprising individual to be trained as a Financial Planner.

POSITION INFO:

Are you an ambitious go-getter? Do you want the opportunity to:

Build a professional career in the financial services industry with full training provided
Manage your diary, tasks and output, while being mentored and supported
Work in an environment where your entrepreneurial drive is rewarded
And you have the ability to create an unlimited earning potential and financial stability based on the effort you put in?

Duties & Responsibilities:

Key Activities:

Sourcing new clients via networking & prospecting and setting up appointments - this is a key part of the role.
Meeting with clients in person.
Establish the financial needs, concerns and goals of your clients.
Conducting professional Financial Needs Analysis.
Dispensing / selling of suitable financial insurance products, corporate benefits, medical aid and Investments based on the above.
Building, growing and managing your own client portfolio
Become a qualified Financial specialist
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.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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