Description:
- Responsible for identifying new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
Requirements:
- Responsible for identifying new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
- Financial Planning
- Tax Law
- Finance Skills
- Investment Policy
- Bcom degree, Financial Planning, Investments, Wealth Management
- Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred
- Minimum of 3 -5 years experience (preferably in sales)
- Valid driver’s license and own vehicle (Non-negotiable)
Qualifications
- Bcom degree, Financial Planning, Investments, Wealth Management
- Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred
Experience
- Minimum of 3 -5 years experience (preferably in sales)
- Valid driver’s license and own vehicle (Non-negotiable)
03 Apr 2024;
from:
careers24.com