Financial Advisor

Recruiter:

Status Staffing

Job Ref:

PC000830/SB

Date posted:

Thursday, April 8, 2021

Location:

Airport Industrial , South Africa

Salary:

Rneg to experience

SUMMARY:
Our Cape Town based franchise client offer financial advisers the opportunity to expand and offer a more specialized financial planning service to their clients.

POSITION INFO:

Do you have 2years’ FAIS insurance experience, RE5 as well as your own vehicle?

Are you able to travel on a regular basis?

As their Independent FINANCIAL ADVISOR / INSURANCE BROKER / FINANCIAL PLANNER you can provide financial solutions to both individuals and companies on risk, investments, employee benefits, short term insurance, etc.

EMPLOYMENT TYPE: PERMANENT

SECTOR: FINANCE

START DATE: IMMEDIATE / A.S.A.P

QUALIFICATIONS:

Matric or National Senior Certificate
FAIS credits / Full Insurance Qualifications - Non-negotiable
RE5 - Non-negotiable
Own reliable transport
2 years FAIS insurance external sales experience

RESPONSIBILITIES:

Follow the six steps in financial planning in the sales process
Generate leads, set up appointments, meet clients and close the deal
Service existing clients - expected to travel regularly
Source from various Insurers and Investment houses required quotations, amendments and servicing
Prepare and present a recommendation or solution to the client implement, review, and monitor on an ongoing basis
Obtain all necessary documentation (FICA documentation)
Ensure all associated administration is completed in an effective manner to meet the group''s compliance and regulatory requirements
Meet ongoing education & professional development regarding legislative & industry requirements & best practices
Build & maintain client base whilst achieving targets
Assist with ad hoc marketing drives

Interested? Apply on our website at www.------ today.

Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.

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

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