Gauteng
Wealth Advisors (Insurance)
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
Please provide ALL the information requested below, to submit your CV:
Your first name:Your surname:
Your email address
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