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