/>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
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission
better service the South African population. A wealth of resources and support will be available to ensure ensure you are successfully vested as financial adviser • Establish and maintain a client base • Achieve 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 Enthusiastic, and possess a desire to achieve financial success Full training and development to achieve
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 individuals 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 Insurance opportunities. Customer Needs Clarification Consult with a range of customer representatives at different requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
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