Financial Planner (Training provided)

Job Description

Duties & Responsibilities :

Key Activities:

• Networking and prospecting to find new business – in this role new busines development is key

• Setting up appointments and meeting clients in person

• Develop and implement financial solutions for private and business clients.

• Identify and build relationships with your clients.

• Annual client reviews

• Upselling and cross-selling.

• Adhere to underwriting criteria (FAIS requirements).

• Remain knowlegable, accredited and up to date with industry developments

Required Experience & Qualification

• Matric is essential, a tertiary qualification is a strong advantage

• Previous sales experience in a non-retail environment is required

• Clear criminal record

• Clear credit record

• Drivers Licence and full Access to a Vehicle (non-negotiable)

• Laptop and good computer/technological literacy

• Excellent people skills

• Professional appearance and conduct

• Fluency in English (on a professional level). Fluency in additional SA languages is an advantage