Financial Advisor

Recruiter:

Insphired

Job Ref:

10101

Date posted:

Thursday, May 19, 2022

Location:

Johannesburg, South Africa

Salary:

92% - 100% commission

SUMMARY:
Financial Advisor Calling on ALL energetic, ambitious and go-getter Financial Advisors to Join our clients’ Financial Services company!

JOB DESCRIPTION:

Duties

Scan client base and target market for financial planning opportunities
Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering
Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients
Retain existing clients and generate new clients
Optimise business profitability by identifying income opportunities and meet agreed 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
Compliance & Process
Sales Management
Maintain a record of sales generated
Maintain a record of pipeline sales
Interview clients and gather information to determine strategies for financial investments.
Prospect and maintain clientele.
Recommend and sell financial plans and products that will help meet financial goals.

Minimum Requirements:

Minimum of 3 years as a Financial Advisor
RA Certificate
Must have a client-base.
Must be able to generate own Leads.

- Commission 92% - 100%

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

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