Financial Advisor

SPECIFICATION

We are looking for a result-driven Advisor to be responsible for providing financial advice to clients on retirement planning, investments, saving for education, and life insurance protection.

The Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customised financial proposals. You should thereafter market insurance options that suit their needs.

To be successful as an Financial Advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should offer specialised guidance and advice on areas of concern and empower people to live better lives.

 

Responsibilities

• Bringing in new business
• Following up on leads
• Preparing quotations
• Handling applications

 

Qualifications

• Matric Certificate
• RE 5 Qualification
• Industry experience (insurance) is a must
• Knowledge of company products will be advantageous

 

Locations

• Offices based accross South Africa

Value Proposition

• 100% commission paid on main service provider products
• Independant hours
• Multiple codes to sell on all the major service providers
• Lead assistance provided
• You build an asset of value by keeping your book and clients