Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals? If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will be dedicated to your personal success no better platform is available in the market for new entrants. The structured development path and mentorship program for new professionals in the industry will ensure your future success. They believe in creating financial freedom for all South Africans by partnering with clients through their life journey, uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers an exciting opportunity start your own practice within the financial services industry. Responsibilities: Contact clients to discuss their financial goals and offer them financial services. Design debt liquidation plans which consist of the time frame and priority of payoff Interact with clients to determine their financial objectives, earnings, and expenditure to design appropriate financial plan. Proffer recommendations on cash management, investment choice, and insurance coverage. Carry out assessments to determine the net worth and financial status of an individual or company. Conduct market research to obtain information useful in providing effective financial services. Handle client complaints and assist with the resolution of financial issues. Conduct review of clients' financial performance to determine the need for plan adjustment. Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies. Contact clients' creditors to arrange a payment plan suitable for both parties. Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand client's financial objectives. Recommend or help clients select suitable investments. Conduct negotiations with product suppliers to reach favorable price bargain. Evaluate funds required to provide students grants for education. Organize seminars on financial planning topics such as retirement planning and investment. Requirements: Grade 12 minimum, tertiary qualification will be advantageous. Clear credit record, with no criminal record Further to meeting all the minimum requirements, the following criteria would be essential: Entrepreneurial mind-set (must be able to work independently) Exceptional Interpersonal skills An establishment of client network Tenacity Effective planning, organizing and time management skills. Benefits: Lucrative commission structure 100% commission Petrol vouchers Mentorship program (Best succession rate) Build your own company. Tools and systems Excellent recognition (Monetary, Kruger rands, weekends away etc) Flexibility Great company culture Apply Now

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Entrepreneur / Financial Planner - South Africa

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