Financial Advisor

Join this leading insurer in Gauteng earning a fantastic basic plus commission!!!

We are looking for life and investments financial advisors.

The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.

Requirements:

Education and Experience -

Matric;

Tertiary qualification (advantageous)

Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)

RE5

Knowledge and skills:

· Financial Planning

· Presentation Skills

· Sales skills

· Time management

Business understanding:

· Financial Planning Products

· Internal Systems (CRM, Interface