Financial Planner / Entrepreneur

Nexus Recruitment • Other • Sandton, Gauteng, Vrystaat, South Africa • $200 - $300 / year • 1d ago

Join Our Tribe of Professionals

Insurance and Wealth Creation Professionals (IWCP) is currently recruiting. If you are looking for a career opportunity in a company with old school values but innovative thinking, who is having fun while changing people's lives but at the same time looking after their own family financial wellbeing, this opportunity may be for you.

With over 100 years of industry management experience dedicated to your personal success, no better platform is available in the market for new entrants. The structured development path and mentorship program for new professionals in the industry will ensure your future success. They believe in creating financial freedom for all South Africans by partnering with clients through their life journey, uncovering their financial objectives, and then creating plans to fulfill them.

This opportunity offers an exciting chance to start your own practice within the financial services industry.

Duties & Responsibilities

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards profitable and secure financial decisions
Cultivate a client base and build win-win relationships
Network, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etc. to meet sales quotas
Keep abreast of new industry trends and research the market to support financial consulting
Oversee the course of the financial plan and update it if necessary to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers, and other professionals