Description:
We are seeking an experienced Financial Advisor to join our Insurance client in Johannesburg.
This will be for the Life and Investment Business division, which means we need candidates who have gained working experience on Life and Investment products in the insurance / financial services industry
12 months solid income, plus commission. After 12 months pure commission
Work on quality leads and get clients onboard
Service existing clients
Offer the best financial advice to your clients regarding life and investment products
Conduct a financial needs analysis for each client and develop a solid financial plan according to those needs
Keep abreast of market and product developments
Client retention
Work towards achieving targets
Will be provided with Company laptop, 3G, petrol card, company cell phone
Must have:
Matric completed
120 FAIS credits related qualification - either completed or busy with
COB - Life and Investment certificates is a MUST
RE 5 completed
DOFA - no debarred candidates
Working from home, will only go into the once or twice in a week
Must not be working under supervision
Experience on life and investment products
Reliable vehicle
Excellent English communication
Client relationship builder
Money hungry
Deadline driven
Energetic
Self motivated
Reliable
Passionate about working as a Financial Advisor and offering clients the best service
Clear criminal record, no ITC listings, no fraudulent history. All background checks to be done upfront - ITC, Crim, Fraud, Qualification verifications, DOFA check, 2 references to be contacted