Job - Ad posted by Tashini - Bedfordview
Have you considered a career opportunity in one of the largesfranchises has a Financial Advisor. You will get direct assistance in providing knowledge and skills and in setting financial wellness and related goals through face-to-face interactions. Educate clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning and retirement planning. Provide face-to-face advice effectively to motivate clients' financial wellness. Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly. Provide appropriate financial solutions based on clients' financial plans. Maintain security and confidentiality of company, and client data. Build sustainable long term relationships with clients, by assisting them in achieving their financial goals. Handle client complaints and resolve problems.Products and services:• Tax• Health Planning• Estate Planning/Wills• Risk Cover - Disability; death or dread disease• Educational• Retirement• Investment Planning• This is an opportunity to work for yourself and manage your own business.• No capital needed• Invest time, effort and energy in yourself.• Extensive training, on-boarding and development is provided.• Deal with clients daily and develop long term client relationships.Within the role as a Financial Planner, you will be responsible for networking and building long term client relationships; conducting a comprehensive financial needs analyses; providing financial advice and presenting appropriate solutions to meet their specific needs and financial goals.Extensive training and on-going mentoring and development is provided ensuring for you, sustainable success and long term residual income. We offer our clients a complete financial services offering and products/services range from lump sum investments, off-shore investments, recurring monthly investments, life insurance, disability and dread disease cover, income protection, estate planning, business insurance, tax planning, wills, medical aid and short term insurance, etc.Can you think outside the box?Are you quite entrepreneurial?Do you have a passion for people?Would others say you are service-orientated?Do you have high energy levels?Are you ready to commit to studying?• Minimum qualification : Grade 12 (matric)/BCOM Advantageous• Clear Credit and Criminal check• Own Reliable Car a must• Own LaptopIf you are keen email your CV to talent trove recruitment a outlook.com
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