Independent Financial Advisors

SUMMARY:
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POSITION INFO:

Position: Independent Financial Advisor (IFA)

Location: National

Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products.

Who are we looking for?

A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s financial services to new clients and will facilitate business growth.

Why work for us?

• No desk fees
• Financial support for the first 3 - 6 months (bridging salary)
• 24/7 Admin support in applications and CRM work
• Monthly commission payments
• We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns
• A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work
• Trainings at the Company’s expense

Requirements

• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• RE 5 certificate.
• Proven sales track record.

Duties

• Communicating with clients, including phone calls, e-mails and personal meetings.
• Presenting the Company’s products and conducting sales.
• Conduct customer needs analysis and advise accordingly.
• Provide feedback on daily activities (calls, appointments, sales etc.)
• Develop and maintain client network.
• Use company’s resources and expertise to analyse client needs.
• Facilitate additional lead generation.
• Work in CRM, keeping client’s information complete and up to date.
• Undergo necessary scheduled trainings and upskilling sessions.