Role Purpose

Financial Planner - servicing current bank clients, following up on appointments, signing up clients.

Role Responsibilities

ABC - Appointment Booking Centre - will book appointments for the planner, the planner will have to follow up and sign up potential clients. There will be set targets for each planner to achieve.

Qualifications

Relevant NQF5/RE 5 for representatives - Three to four years long term. Completed supervisory process.

Experience and track record in high-performance sales environments. knowledge and understanding of financial planning through meaningful client engagements.

Job Types: Full-time, Permanent