Description:
So, you’re looking for a new venture?
Why not consider building your future in the dynamic world of financial planning? With comprehensive training, expert mentorship, and valuable insights, you’ll gain everything you need to excel as a professional in this rewarding field. We are looking for dynamic, motivated, and entrepreneurial-spirited individuals who are ready to take charge of their future. Book your time with me today, and let’s craft a plan for your success—one that you’ll never look back on.
Your journey starts now—let’s make it count!
What will you do
Sourcing and meeting potential clients.
Establish their financial needs and goals.
Enabling a professional Financial Needs Analysis to be drafted.
Dispensing / selling of suitable financial insurance products and Investment.
Ongoing servicing of client book.
Benefits
Training provided
Mentorship Guidance
Professional Infrastructure nationwide
Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses
Admin & compliance support
Paraplanning assistance for external products
Flexible hours
Production rewards and incentives
Career growth opportunities
Requirements:
- Customer Service: 1 to 2 years
- Sales: 1 to 2 years
Own Vehicle
Cell Phone and Laptop
Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
RE 5 qualification (preferable but not essential)
2yrs > Financial Advisory Experience (preferable but not essential)
Professional appearance.
No Criminal record and clean ITC listing.