Do you feel like your career has stagnated and that you need a new challenge?
It’s time to stop searching and read on, as this might be the opportunity you are looking for.
Qualifications include:
Matric (essential)
Degree (preferable)

Requirements:
Laptop
Clear credit record
Clear criminal record
Valid driver's licence
Own vehicle essential

Skills:
Excellent communication, interpersonal and listening skills
The capability to explain complex information simply and clearly
The ability to network and establish relationships with clients
Research and analytical skills
Negotiation and influencing skills as well as determination and tenacity
The ability to work in a team
Time management skills
A target driven mindset
Discretion and an understanding of the need for client confidentiality
An ethical and professional approach to work

Responsibilities:
Contacting clients and 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
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analysis
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets

Benefits:
Unlimited earning potential
Flexible work schedule
Training, supervision and mentorship
Competitive commission based on achieving set sales targets
Passive income creation
Support

This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are looking to
enhance your career, we encourage you to apply today.

Locations include: Umhlanga, Mount Edgecombe, Westville, Kloof and PMB