Financial Advisor Financial - Centurion Verfied

Salary Negotiable Centurion, Gauteng Centurion, Gauteng more than 14 days ago 02-07-2020 10:24:11 AM
27-08-2020 10:24:11 AM
Our client in the Financial industry is looking for a Financial Advisor.

Key responsibilities

• Contacting clients and corporates setting up meetings, either within an office environment or in clients' homes or business premises
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analyzing information and preparing plans best suited to individual clients'
• Requirements
• Completing risk analyses
• Researching the marketplace and providing clients with information on
• New and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Researching information from various sources, including providers of
• Financial products

Requirements

• Min 1 year of life insurance / investment selling experience
• RE5
• Matric
• Driver’s license & own transport
• Clear ITC
• Clear criminal record
• Must have own laptop
• Commission basted only