available to ensure you are successfully vested as financial adviser • Establish and maintain a client base continuous training & bursaries for studies in financial planning • Various rewards and recognition for
DUTIES & RESPONSIBILITIES
fast paced, greatly rewarding industry offering Financial Planning and Services to potential clients. It's It's not surprising that we were voted the Top Financial Assurance house to work. Apart from a new Market appointments Conducting financial analysis on clients Providing sound financial advice on Liberty products achieve financial success Full training and development to achieve CFP qualification with Management support
/>Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation:
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
years experience as a representative rendering financial advice and intermediary services.
Computer
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
Requirements: Proven track record of meeting or exceeding a minimum target of R60,000.00 per month Possession of a client book that the broker can bring over Open Positions: Unlimited number of brokers needed Compensation: Earn up to 100% commission No desk fees Monthly charge of only R220.00 for Mi
Requirements: Proven track record of meeting or exceeding a minimum target of R60,000.00 per month Possession of a client book that the broker can bring over Open Positions: Unlimited number of brokers needed Compensation: Earn up to 100% commission No desk fees Monthly charge of only R220.00 for Mi
opportunity for a highly experienced TIED FINANCIAL ADVISOR - Life Wealth and Investments. Highly driven earning potential. The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer directly with customer pain points. Performance Management Respond to personal objectives, take appropriate
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in Gauteng.
Output/Core
long-term relationships with clients
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base continuous training & bursaries for studies in financial planning • Various rewards and recognition for