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
Requirements
· 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
To apply, use the link: http://aaaa.co.za/submit-your-cv/
ATripleA Recruitment and Temps
www.aaaa.co.za
#atriplea #recruitment #vacancy # wealth# advisor#
Posted 2023-11-11
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