Independent Financial Advisors - - Pretoria

Position: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africas leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be responsible for selling the Companys financial services to new clients and will facilitate business growth. Why work for us? No desk fees Financial support for the first 3 - 6 months (bridging salary) 24/7 Admin support in applications and CRM work Monthly commission payments We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work Trainings at the Companys expense Requirements 2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential. Matric/Grade 12 or SAQA Accredited Equivalent Essential. 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred. RE 5 certificate. Proven sales track record. Duties Communicating with clients, including phone calls, e-mails and personal meetings. Presenting the Companys products and conducting sales. Conduct customer needs analysis and advise accordingly. Provide feedback on daily activities (calls, appointments, sales etc.) Develop and maintain client network. Use companys resources and expertise to analyse client needs. Facilitate additional lead generation. Work in CRM, keeping clients information complete and up to date. Undergo necessary scheduled trainings and upskilling sessions. Apply Now

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Independent Financial Advisors - Pretoria

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