Description We in an independent brokerage and the company offers long and short term insurance, pre and post retirement planning, investment planning, estate planning, wills and funeral plans with all major insurers.
Provide solutions for the client's long-term insurance, investments and financial planning needs Build a sustainable portfolio To establish and maintain a professional relationship with all stakeholders To give professional advice to clients To build a profitable practice We require you to establish and maintain a client base Processing and preparation of FNA Financial advisers need both strong interpersonal and analytical skills, you must be able to analyze investment and financial data then clearly communicate their findings to their clients.
An aptitude for sales and marketing and a solid network will stand you in good stead for this career. We would offer you the following.
Our experience with successfully advising on complex financial solutions Investment in marketing and lead generation Multiple prospecting / lead generation techniques used Coaching and development to new levels of growth Comprehensive product training Strong and efficient sales administration support Full Back Office and Admin Support Qualifications needed : Minimum 2years experience RE5 NQF5 or higher Driver’s license Clean credit and criminal history Interested candidates can send their CV