Minimum requirements:

Gr.12 / Matric
Moonstone RE5 accreditation
NQF5 or B.Com degree in Financial Planning or any other Wealth Management related qualification
Fluent in Afrikaans and English (read, write, and speak)
MS Office + SANFIN/XPLAN
4 Years consecutive and current experience in the Insurance industry
Knowledge of Sanlam and Glacier Investment product knowledge will be advantageous
Exceptional attention to detail and analytical skills with a structured and planned approach to work
Ability to analyse Financial data to complete a comprehensive plan for a client for death, disability, dread diseases and retirement
Must have own vehicle and valid driver's license

Consultant: Linda van Staden - Dante Personnel Pretoria Silver Lakes
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