Bank Financial Planner
Location: Johannesburg
Virtual and office based
60/40 Comm Split
Remote set up
Bank Leads

My client in the Banking sector is looking for individuals, who are passionate about people, solutions driven, hardworking and energetic Sales Consultants to work as Bank Financial Planners, for a major Blue chip Bank in South Africa.

? Providing holistic, financial advice solutions that meet customer’s protection, investment and retirement planning needs.
? Contacting clients and setting up meetings, either virtually, within an office environment or in clients' homes or business premises
? Reviewing and responding to clients changing needs and financial circumstances
? Prospects for new business opportunities in the selected segments and explore business expansion opportunities with existing clients
? Analyses and assesses clients' current and future financial and estate planning needs.
? Build and drive relationships with internal stakeholders, to drive targets.
? Consultant to be working with new leads provided by our lead generation sources within the bank.

Requirements:

? Candidate must be 25 & older
? Valid SA ID + Driver’s license + own Car + Cell phone
? Must have Matric + (Diploma/Degree) adv.
? RE 5 certificate 120 (NQF 5) FAIS Credits adv.
? Clear Criminal record
? 3 months proof of Commission or income
? 2 years’ experience as a Financial Adviser within the financial services industry, we may consider advisers from a tied background.

Skills:

? Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues.
? The ability to effectively use a range of social media platforms.
? Competitive, someone who loves to exceed expectations.