Job Description
Duties & Responsibilities
Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client.
Recommend risk and investment solutions that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
Work with your manager and mentor to build your financial planning practice by effective methods and strategies.
Acquire clients actively via telephone, mail, referrals, and networking events.
Maintain proper documentation following pre-set guidelines established by compliance and management.
Comply with all industry rules and regulations and remain future fit.
Desired Experience & Qualification
South African Citizen
Bcom Degree, BSc (Economic or any finance or commerce)
Clear credit and criminal record.
Valid Driver’s Licence and Own Vehicle
Self-motivated and well-networked.
Excellent Communication Skills
Previous Sales Experience
Package & Remuneration
Commission Earning