Wealth Planner (Sales & Advice)

Job Description

Duties & Responsibilities :

Key Activities:

Networking and prospecting to establish and maintain long-term client relationships (generate new business via various methods of prospecting and referrals)
Attend meetings with clients, both in-person and virtual
Conduct detailed financial needs analysis and provide professional advice
Create and protect the financial security and wealth of others
Assist clients in achieving their financial goals and maintain and grow client portfolios
Assist with queries and complaints
Do regular client reviews
Remain accredited and up to date with relevant market and industry related subjects

Minimum Requirements:

Tertiary qualification is preferred.
Previous experience in a professional sales environment is a very strong advantage.
At least three years full time working experience
Ability to network, prospect, negotiate and build relationships
Ability to work independently but as part of a larger team
Clear credit and criminal record
Own reliable laptop
Having you own transport is a requirement

Other requirements:

Career driven person with determination and excellent interpersonal skills.
Business minded individual interested in building their own successful financial practice