Financial Planner

Recruiter:

African Ambition

Job Ref:

FP/ZL

Date posted:

Wednesday, July 21, 2021

Location:

Johannesburg, South Africa

Salary:

60000

SUMMARY:
Bank Leads

POSITION INFO:

Bank Financial Planner
Location: Johannesburg
Virtual and office based
60/40 Comm Split
Remote set up
Bank Leads

My client in the Banking sector is looking for individuals, who are passionate about people, solutions driven, hardworking and energetic Sales Consultants to work as Bank Financial Planners, for a major Blue chip Bank in South Africa.

ï‚· Providing holistic, financial advice solutions that meet customer’s protection, investment and retirement planning needs.
ï‚· Contacting clients and setting up meetings, either virtually, within an office environment or in clients'''' homes or business premises
ï‚· Reviewing and responding to clients changing needs and financial circumstances
ï‚· Prospects for new business opportunities in the selected segments and explore business expansion opportunities with existing clients
ï‚· Analyses and assesses clients'''' current and future financial and estate planning needs.
ï‚· Build and drive relationships with internal stakeholders, to drive targets

ï‚· Consultant to be working with new leads provided by our lead generation sources within the bank.

Requirements:

ï‚· Candidate must be 25 & older
ï‚· Valid SA ID + Driver’s license + own Car + Cell phone
ï‚· Must have Matric + (Diploma/Degree) adv.
ï‚· RE 5 certificate 120 (NQF 5) FAIS Credits adv.
ï‚· Clear Criminal record
ï‚· 3 months proof of Commission or income
ï‚· 2 years’ experience as a Financial Adviser within the financial services industry, we may consider advisers from a tied background

Skills:

ï‚§ Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues

ï‚§ The ability to effectively use a range of social media platforms

ï‚§ Competitive, someone who loves to exceed expectations.

Should you meet the requirements, send CV to --------Please upload your CV here-------- or apply on our website.

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

Similar jobs you might be interested in:

Client Support Specialist
Location: Pretoria
Salary: 22 000 Monthly
A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and l...
13 days ago

Wills Sales Manager - Pretoria
Location: Pretoria
Salary: Market related
Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range to drive upsell and cross-sell opportuni...
19 days ago

Wholesale Manager
Location: Germiston
Salary:
5 days ago

Financial Manager
Location: Centurion
Salary: 650 000
Are you a financial and commercial maestro ready to orchestrate success? This JSE Listed market leader in the Security industry, is seeking a dynamic financial Manager to join their journey of excellence.
Today

Financial Manager
Location: Johannesburg
Salary: 1 100 000
One of the largest multinational FMCG / Manufacturing conglomerates is currently recruiting for a financial Manager.
Today

Financial manager
Location: Johannesburg
Salary: 650000
Opportunity for a financial manager
Today

Financial Manager
Location: Johannesburg
Salary: 650000
Are you a tech savvy dynamic and strategic financial Manager seeking a thrilling new challenge in the energy sector?
Today

Financial Accountant
Location: Johannesburg
Salary: Annually
Having been in business for over 20 years, this industry leader is looking for a financial Accountant to join their skilled team.
2 days ago

Financial Accountant
Location: Johannesburg
Salary: 550 000
Calling all financial Accountants in Gauteng!
2 days ago

Financial Accountant
Location: Johannesburg
Salary: 620 000 Annually
Are you a Newly Qualified Chartered Accountant or Eligible to Register as a Chartered Accountant? Are you looking to gain post-article experience in a large, growing organisation? Do you have a track record of excellent academic achievements? If this sounds like you, apply now!
2 days ago

Financial Planner

Similar jobs you might be interested in:

Create a free job alert for Financial Planner in Johannesburg

Jobseekers

Recruiter

General