Financial Adviser | Wealth Manager

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  • Category: Jobs - Insurance
  • Payment: R 10 000.00 - R 20 000.00
  • Region: Gauteng
  • Published: 21/01/2021
  • Ad Type: Jobmail Affiliate

We are looking for experienced Financial Advisers to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.

Job description.
• Sourcing and meeting potential clients.
• Establish their financial needs and goals.
• Enabling a professional Financial Needs Analysis to be drafted.
• Dispensing / selling of suitable financial insurance products and Investment.
• Ongoing servicing of client book.

Minimum requirements for this position:
• Own Vehicle
• Cell Phone and Laptop
• Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
• RE 5 qualification (preferable)
• 2 > Financial Advisory Experience
• Professional appearance.
• No Criminal record and clean ITC listing.

Benefits:
• Training provided
• Professional Infrastructure nationwide
• Leads provided (candidate must also be able to generate own leads)
• Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses
• Admin & Paraplanning assistance for external products.
• Flexible hours
• Corporate Benefits
• Production rewards and incentives
• Career growth opportunities
• Share options

Successful candidates will be contacted for interviews.

Apply Now

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