Financial Advisor / Independent Broker (Insurance)

SUMMARY:
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POSITION INFO:

We are seeking an experienced Financial Advisor to join our Insurance client in Johannesburg.

This will be for the Life and Investment Business division, which means we need candidates who have gained working experience on Life and Investment products in the insurance / financial services industry

12 months solid income, plus commission. After 12 months pure commission

Work on quality leads and get clients onboard

Service existing clients

Offer the best financial advice to your clients regarding life and investment products

Conduct a financial needs analysis for each client and develop a solid financial plan according to those needs

Keep abreast of market and product developments

Client retention

Work towards achieving targets

Will be provided with Company laptop, 3G, petrol card, company cell phone

Must have:

Matric completed

120 FAIS credits related qualification - either completed or busy with

COB - Life and Investment certificates is a MUST 

RE 5 completed

DOFA - no debarred candidates

Working from home, will only go into the once or twice in a week

Must not be working under supervision

Experience on life and investment products

Reliable vehicle 

Excellent English communication

Client relationship builder

Money hungry

Deadline driven

Energetic

Self motivated

Reliable

Passionate about working as a Financial Advisor and offering clients the best service

Clear criminal record, no ITC listings, no fraudulent history. All background checks to be done upfront - ITC, Crim, Fraud, Qualification verifications, DOFA check, 2 references to be contacted