Professional Financial Planner
Recruiter Support
Durban
6d ago
source : JustTheJob.co.za

Professional Financial Planner - Durban Introduction Are you passionate about sales and customer service? Vacancy exists for a driven, determined individual to be trained as a professional Financial Planner.

Full guidance & support is provided throughout. Duties & Responsibilities A Key function of this role is to aquire new business through networking, prospecting and relationship building.

The purpose of this role is to provide financial planning and investment advice to clients, based on their investment and lifestyle needs and objectives, and to provide the most appropriate risk and investment portfolio for them, whilst identifying potential new business opportunities which also include corporate business and medical aid products.

We partner with our clients through their life journey, uncovering their financial objectives, then designing plans to achieve them.

With a real understanding of a client's personal situation and an appreciation of their responsibilities and future life goals, we can create a uniquely tailored financial plan to help them.

  • Some key activities : Networking and prospecting to establish and maintain long-term client relationships Set up appointments and meet with clients in person 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 Create and cultivate long-term client relationships and manage your professional practice Remain accredited and up to date with relevant market and industry related subjects Desired Experience &
  • Qualification Tertiary qualification is desirable Valid driver’s license and own reliable transport is essential Previous sales experience would be a strong advantage Excellent communication skills –
  • both written and verbal Clear credit and criminal record is a requirement Excellent communication and people skills Ability to work independantly Driven self-starter who is motivated to succeed We offer full traing and support while you work towards building your own successful pracitice under the brand.

    Package & Remuneration Excellent commission based earning potential where you have control over your earnings, and effort equals reward.

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