Business Description:

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Company offers the following:

Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
Access to business coaching and client advice support
Assistance with practice management
Training support, i.e. technical and soft skills training
Access to an effective lead generation systems and training
Support with succession planning
Support with unlocking of equity from adviser practices

Output/Core Tasks:

Establish long-term relationships with clients
Financial planning for clients
Focus on identifying client needs and then offer suitable financial solutionsProvide excellent service orientation and frequent contact with clients

Requirements:

Matric or NQF4 equivalent certification (Essential)
Tertiary Certificate and or Degree (Essential)
Financial qualification and or RE5 accredited
Drivers license with own vehicle (Essential)
Sales Experience and Skills (Essential)
At least 1 year experience in long-term insurance or at least 3 years experience in short-term insurance

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