Wealth Advisors (insurance)
Gauteng, South Africa
Job Description
Job Summary Gauteng
Wealth Advisors (Insurance)
Our client in the Insurance Industry is looking to hire a Wealth Advisors.
Duties and Responsibilities
On-Site Resource:
- Prospecting and closing of new business.
- Maintaining of existing business
- To have a holistic approach to financial advice
- Establishing and defining a professional relationship with clientele
- Gathering of financial data and the setting of financial objectives
- Analyzing and evaluating of financial information
- Developing and presenting financial planning recommendations and/or alternatives to clientele
- The implementation of financial planning recommendations.
- The monitoring of the financial planning recommendations
- Matric
- Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
- Successfully completed the Class of Business exam.
- Successfully completed the RE5 exam.
- Currently registered with the Financial Sector Conduct Authority as a full representative rendering Financial Advice and intermediary services.
- Must be computer literate on a basic intermediary to intermediary level on a Microsoft software.
- Must have high initiative and entrepreneurial skills and must be able to work independently
- Own transport, laptop and cellphone are mandatory
- Fluent in English and Afrikaans
ATripleA Recruitment and Temps
www.aaaa.co.za
#atriplea #recruitment #vacancy # wealth# advisor#
AtripleA recruitment & temps
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Job Detail
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Job IdJD1255004
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGauteng, South Africa
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EducationNot mentioned