Financial Planner/Broker Consultant
A young, dynamic, performance driven Investment Holding Company is seeking financial planners/broker consultants with excellent sales skills and superb people skills.
Only SA Citizens need apply.

Strict screening in terms of requirements will be adhered to. Only applications with the below experience and skills will be considered.

Experience
Ideal candidate
FAIS accredited
NQF level 6
Must have 60 credits
Completion of RE 5
Excellent sales experience
Solid experience as a financial planner with a good record of reaching and maintaining targets
Insurance background would be preferred

Position Description
Presentation and negotiations to individuals & groups
Interact with clients diligently and fairly.

Network and obtain referrals and leads

Sales

PR & brand Ambassador

Compulsory to attend office meeting and in-house training

Maintain the minimum new business commission target each month

Competencies
Required Business Skills
Excellent at Sales
Must be able to close a deal
Financial Analysis
Business Development
Excellent relationship building skills
Negotiation skills
Dynamic
Proactive
Adaptable
Bilingual in English and Afrikaans

Other Requirements
Must have a valid driver’s licence and own car
The recruitment process will consist of psychometric testing and 2 formal interviews.

Package: +- R30 000 CTC per month (dependent on experience) + market related commission. No benefits, cell phone or car is provided.

Should you not have received a response to your application within two weeks of submitting your CV, please consider your application unsuccessful. Your CV will be kept on file for any further suitable positions.