Financial Advisor - Centurion
Gauteng based working from home (office allowance offered) or office based in Pretoria and Johannesburg. Extensive product & financial planning training provided. Ongoing support and assistance from business development managers. Training allowance offered during first two months. Commission 100% of First year commission 80% of Second Year commission Commission paid daily: 70% released, 30% retained to accommodate tax and other deductions. Balance released at month end. Information Technology As an advisor for our Client, you will be provided with a Laptop, your PA will be provided with a Desktop, email address and access to the Networks. These costs will be borne by The Client. This individual will be responsible for growing a client base and will market all products across the entire group – Life, Invest, Health, Insure, Business Insurance Bank. Build your own insurance portfolio by: Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business and ensuring good pipeline of business Effective communication with both internal stakeholders and clients Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients Providing solutions to clients by selling products aligned to the needs of the client. Drafting, tracking and measurement of your personal business plan Providing on-going service and support to your individual client base (amendments, renewals, claims etc.). Retention of existing business including renewal discussion in line with FAIS Keeping abreast with the financial market changes and developments. Achieving/Exceeding targets consistently Providing feedback to line management when requested Attending all weekly and adhoc team meetings Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying Adhering to all quality standards and measures in place Build sound relationships with others through honesty, trust and respect Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity Timeously complete all administrative and reporting duties related to the role Verbal and written proficiency Numerical reasoning ability Be able to plan and manage their time Self-reliant Be resilient (drive, determination, risk tolerance, bounce back after setbacks) Manage relationships well Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent) Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy) NQF 5 industry recognized qualification (minimum of 120 credits) RE 5 (preferrable but not essential) No previous financial planning experience necessary but will be highly beneficial. Must have Valid SA driver’s license and own reliable transport Candidate must meet all FSCA requirements
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