Financial Planners
FROGG Recruitment
Pretoria / Tshwane, South Africa
6d ago

Financial Planners needed to work remotely anywhere in South Africa

One of our insurance clients is looking for Financial planners from any area in South Africa as this will be a remote position enabling you to work from anywhere in South Africa.

  • ALL Applications are welcome. You will market a wide range of products. The financial planner will be responsible for providing financial advice (Life and Disability Planning;
  • Retirement Planning; Investment Planning; Estate Planning, Employee Benefits) to clients.

    High End Commission Only Work remotely from home anywhere in South Africa

    Min requirements

  • Certificate in Wealth Management or related NQF 5 qualification must have
  • Regulatory Examination 5 Representatives must have
  • 2+ years’ experience as Financial Advisor must have
  • Responsibilities

  • Optimize business profitability by identifying income opportunities and meeting agreed income targets
  • Facilitate requirements between clients and product / service providers
  • Track and report progress of agreed implementation to clients
  • Issue confirmation of implementation to clients
  • Conduct annual reviews with clients
  • Scan client base and target market for financial planning opportunities
  • Generate leads by identifying appropriate clients / prospects
  • FROGG Recruitment SA

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