Description:
This role is based in Durban.
Financial Planners assess the financial needs of individuals and businesses and provide appropriate solutions.
If you are a driven individual, looking for a professional role that allows you to apply your flair for business and relationship building, this may the opportunity for you.
Key Activities:
- Networking and prospecting to establish and maintain long-term client relationships
- 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
Requirements:
This role is based in Durban.
Financial Planners assess the financial needs of individuals and businesses and provide appropriate solutions.
If you are a driven individual, looking for a professional role that allows you to apply your flair for business and relationship building, this may the opportunity for you.
Key Activities:
- Networking and prospecting to establish and maintain long-term client relationships
- 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
- Networking and prospecting to establish and maintain long-term client relationships
- 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
Minimum Requirements:
- Tertiary qualification is preferable.
- A minimum of three years’ full-time working experience.
- Previous experience in the finance industry or a sales environment is an advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement.
- Ability to network, prospect and build relationships
- Ability to work independently
- Clear credit and criminal record
- Career driven person with strong entrepreneurial drive and excellent interpersonal skills
We Provide:
- Full training and mentorship
- Supportive environment to allow you to focus on providing excellent customer service and growing your business
- Excellent earning potential and large company benefits
- Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc...
- Continuous on-going In-house training and development
- Recognition - monthly and annual incentives and rewards
- Opportunities for career advancement and growth
- Tertiary qualification is preferable.
- A minimum of three years’ full-time working experience.
- Previous experience in the finance industry or a sales environment is an advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement.
- Ability to network, prospect and build relationships
- Ability to work independently
- Clear credit and criminal record
- Career driven person with strong entrepreneurial drive and excellent interpersonal skills
- Full training and mentorship
- Supportive environment to allow you to focus on providing excellent customer service and growing your business
- Excellent earning potential and large company benefits
- Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc...
- Continuous on-going In-house training and development
- Recognition - monthly and annual incentives and rewards
- Opportunities for career advancement and growth
Minimum Requirements:
- Tertiary qualification is preferable.
- A minimum of three years’ full-time working experience.
- Previous experience in the finance industry or a sales environment is an advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement.
- Ability to network, prospect and build relationships
- Ability to work independently
- Clear credit and criminal record
- Career driven person with strong entrepreneurial drive and excellent interpersonal skills
We Provide:
- Full training and mentorship
- Supportive environment to allow you to focus on providing excellent customer service and growing your business
- Excellent earning potential and large company benefits
- Professional, corporate environment and big company market presence, branding, advertising, IT and admin support, product specialists etc...
- Continuous on-going In-house training and development
- Recognition - monthly and annual incentives and rewards
- Opportunities for career advancement and growth
07 Apr 2025;
from:
careers24.com