Job Description
Responsibilities 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 Own Vehicle Cell Phone and Laptop Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable) 2yrs > Financial Advisory Experience (preferable) or Sales Experience Professional appearance and must reside in the Cape Town area No Criminal record and clean ITC listing. Professional Infrastructure nationwide 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. Fee based uncapped earnings. Admin & compliance support Paraplanning assistance for external products Production rewards and incentives Career growth opportunities
Successful cand...