Financial Planner Bellville Cape Town

Work from home -TOP COMMISSION earning potential

One of our insurance clients is looking for Financial planners to market a wide range of products. The financial planner will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits) to clients.

High End Commission Only Work from home

Min requirements
Certificate in Wealth Management or related NQF 5 qualification – MUST HAVE
Regulatory Examination 5 – Representatives – MUST HAVE
Proof of past performance in form of commission statements of the last 12 months

Responsibilities
Optimize business profitability by identifying income opportunities and meeting agreed income targets
Facilitate requirements between clients and product/service providers
Track and report progress of agreed implementation to clients
Issue confirmation of implementation to clients
Conduct annual reviews with clients
Scan client base and target market for financial planning opportunities
Generate leads by identifying appropriate clients/prospects