Duties:
Follow all the steps of financial planning in the sales process
Generate leads, set up appointments and meet the client
Prepare and present recommendations and/or solutions
Implement, review and monitor solutions
Obtain all necessary documents
Meet ongoing education and professional development
Build and maintain client base
Qualification & Experience needed
Senior Certificate (NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business modules/CPD points for the cycle
Clear Criminal and Credit Record
Own Vehicle, Laptop and Wi-Fi
