Financial Advisor Durban - South Africa
Managed Outsourced Technology Solutions t/a MOTS Recruit
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable products. Individual risk assessment – relating to suitability of products for the customer. Promote business to increase customer base and grow revenue. Examine tax status and risk tolerance to maximize income and save money. Advise clients on financial matters and provide recommendations on long term insurance products Promote business to increase customer base and grow revenue. Qualifications Bachelor's degree in Finance or related field 5 years' of industry experience RE Qualification and industry certifications Strong understanding of the long term insurance space Excellent sales skills Must have current assets upwards of R 50m R 500k in commissionable earnings 80/20 split
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