Job Description

Are you driven & professional with a talent for building relationships, a knack for business and a passion for helping others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future.
Do you want to move beyond paycheck-to-paycheck living and build lasting wealth for youself and your clients?
Full training and mentorship is provided.
What Youll Do:
Success in this role requires a proactive approach to building your client basethrough strategic networking and active prospecting, youll cultivate meaningful relationships and create valuable opportunities.
Ongoing client engagement through scheduled meetings
Conduct in-depth financial analyses to provide expert guidance
Empower clients to build and safeguard their financial security and wealth
Support individuals in achieving financial milestones and maintaining strong portfolios
Manage and grow your professional practice while fostering trust and credibility
Drive sales performance to achieve business goals
Stay ahead with industry trends, ensuring up-to-date accreditation and expertise
This role is not suited to someone looking for a standard desk job with a fixed monthly salary. Its designed for ambitious, entrepreneurial individuals who want to build their own business, create long-term value, and be rewarded for their effort and initiative.

• Tertiary qualification is highly preferable (Matric is essential).
• A minimum of three years full-time working experience in a client facing environment
• Previous experience in external / outbound sales is an advantage
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect and build relationships
• Ability to work independently
• Clear credit and criminal record is needed
• Career driven person with strong entrepreneurial drive and excellent interpersonal skills

Skills Required