You will spend your day talking to clients about their financial objectives and challenges and will then recommend an appropriate financial planning strategy.
To excel in this tightly regulated role you should have excellent people skills, perseverance and a go-getting attitude.
Full training and ongoing support provided. Opportunities for Advancement and growth.
Leads and set appointments provided
Excellent earning potential
Meeting clients in person
Develop and implement solutions for clients.
Identify and build relationships with your clients.
Annual client reviews
Upselling and cross-selling.
Adhere to underwriting criteria (FAIS requirements).
Remain accredited and up to date with industry developments
Requirements : General :
General : Own laptop
Valid South African Drivers license and own vehicle ( Essential )
Clear criminal record
Clear credit record
Completed degree or National Diploma
Skills & Attributes :
Confident, driven individual
Solid computer literacy
Can-do attitude and ambition