Financial Advisors (long term invest & pension) Featured job

Posted time 29th September 2024 Location Centurion, Johannesburg, Tshwane (Pretoria) Job type Full-time
  • Experience: 2 years financial planning experience
  • Salary: High commission based

An accredited financial services provider based in Gauteng is looking for 10 Financial Advisors to provide financial advice, recommends and implements financial plans, and builds relationships with customers.

Their responsibilities include: Identifying a customer’s financial needs, Understanding a customer’s goals and circumstances, Providing proactive financial services, Being accountable for achieving results, and Maintaining superior customer service delivery. 

Financial advisors should have the following skills and qualities:
  • Communication skills
  • Adaptability
  • Excellent organizational, planning, and prioritizing skills
  • Professionalism
  • Integrity
  • Customer-centric approach 
Minimum qualifications required are:
  • Grade 12 plus NQF level 5 qualification
  • RE5 certification
  • A CFA is an added advantage
  • Must have experience in long term insurance, investments and pension products
  • Must have at least 2 years experience as a Financial advisor or planner in a financial services environment
    • FAIS compliance
    • RE5 is a must
    • A valid Driver’s licence and your own car
    • A clear criminal and credit check
    • A minimum of 2 years working experience (preferably in sales/ financial planning or advisory)
    • Proven computer literacy (MS Office suite)
    • Excellent communication skills (written and verbal)
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

KEY RESPONSIBILITIES

  • We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.
  • The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.
  • This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
  • The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
  • The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
  • As an accredited financial adviser with you will represent the ideals and values to which the company has subscribed – Integrity, Professionalism, Customer-first, Advice led.
  • Salary will be R25 000 for training for 2 months
  • Commission based only
  • Must have a minimum of RE5 and CFA certification is an advantage
  • Must have their own Laptops
  • This is for AFD (Agency Franchise Division)

If you are interested and meet the requirements then kindly submit your profile and qualifications to recruitment@boikagogroup.co.za

 

This job is Expired