Financial Planner/Life Insurance Broker - Johannesburg Verfied

R 10 000 per month Johannesburg, Gauteng Johannesburg, Gauteng more than 14 days ago 05-11-2014 6:27:09 AM
03-12-2014 6:27:09 AM
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
FAIS accredited
Must have 120 credits
Completion of RE exam is preferred
Solid experience as a financial planner with a good record or reaching and maintaining targets

Position Description
Follow 6 steps in Financial Planning including Needs Analysis
Presentation and negotiations to individuals & Groups
Interact with clients diligently and fairly.

Network and obtain referrals and leads (A minimum of two referrals per day must be brought in as the requirement is one sold referral per day).

Advise on Life, Investments, and Retirement products

Sales

PR & brand Ambassador

Compulsory to attend office meeting and in-house training

The minimum CPD Points must be maintained by attending training sessions and ongoing training towards a full CFP qualification.

Maintain a minimum new business commission target of R100 000.00 per month

All NSBC Functions must be attended for networking purposes.

Should be familiar with all facets of Estate planning and attend training and Trust Seminars

Competencies
Required Business Skills
Analytical
Financial Analysis
Business Development
Excellent relationship building skills
Negotiation skills
Dynamic
Proactive

Other Requirements
Must have a valid driver’s licence and own car
Package: R10 000 basic + R5500 car allowance, an assistant to make your appointments and do admin duties, commission structure will be negotiated with each individual candidate, tools of the trade (laptop etc), group life insurance, medical hospital cover.

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.