Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
and ensuring compliance with all regulatory requirements. MUST RESIDE IN KZN OR BE WILLING TO MOVE Key assessments for clients to determine their insurance requirements. Provide expert advice on suitable long-term and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term client data with confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house accreditation with the Financial Services Regulatory authority and requires continuous professional professional development. As a financial services professional, you will be accountable for maintaining superior
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house accreditation with the Financial Services Regulatory authority and requires continuous professional professional development. As a financial services professional, you will be accountable for maintaining superior
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
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 Responsible for the procurement of new business Expand sales of products and services with existing customers
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 Responsible for the procurement of new business Expand sales of products and services with existing customers
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term understanding of the long term insurance space Excellent sales skills Must have current assets upwards of R 50m
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title