About the Financial Adviser position
We are looking for a entrepreneurially minded individuals to join an independent financial services company (Brokerage), where your main priority will be to assist clients in building financial security. Your duties will include advising on suitable insurance, investment and estate planning strategies. As an independent brokerage, you will be required to stay abreast of different offerings from a variety of Financial Services Product Providers. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company’s revenues and growth.
Role Requirements:
Self starter, working with minimal supervision.
Responsible for the procurement of new business
Expand sales of products and services with existing customers
Work mainly on own leads
Highlights advantages or benefits of products or services to individuals and the organisation.
Adjusts sales technique depending on the nature of the prospect or customer.
Determines customers' needs and interests.
Advise on the most appropriate financial product for customer's needs
Require own laptop and cellphone
Experience and Qualifications Required:
Matric
18 months financial services industry experience.
Regulatory examination RE5
Class of Business up to date CPD points
A valid drivers license and own transport
Clear criminal and credit record
Excellent Communicator
Tech Savvy
Entrepreneurial mindset
Remuneration
This is a commission only role, where income is dependent on your productivity.
Commission split of up to 70/30
Bi-Weekly payouts
