Accredited Financial Planner

Recruiter:

Liberty Group

Job Ref:

Zelda04/21Pretoria

Date posted:

Monday, March 29, 2021

Location:

Pretoria, South Africa

Salary:

Commission & Benefits

SUMMARY:
A Key function of this role is to acquire new business through networking, prospecting and relationship building

POSITION INFO:

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
Where your entrepreneurial drive is rewarded
And you have the ability to create an unlimited earning potential based on the effort you put in?

Duties & Responsibilities:

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.

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

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