Job Summary
A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.
Key Responsibilities
Prospecting for and closing new business
Maintaining existing business
Developing and presenting financial planning recommendations and/or alternatives to clients
Adopting a holistic approach to financial advice
Establishing and defining professional relationships with clients
Gathering financial data and setting financial objectives
Analysing and evaluating financial information
Implementing and monitoring financial planning recommendations
Desired Experience & Qualification
Matric
Successfully completed the Class of Business exam
Successfully completed the RE5 exam
Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits)
Currently registered with the Financial Sector Conduct Authority as a full representative
Two or more years’ experience as a representative rendering financial advice and intermediary services
Must be computer literate at a basic to intermediate level in Microsoft software
Must have excellent negotiation and presentation skills, with the ability to close deals
Must demonstrate high initiative and entrepreneurial ability, and be able to work independently
Own transport and a cell phone are mandatory for business purposes
Package & Remuneration
Market related (depending on experience and qualifications)
Interested?
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
About
PEOPLE DIMENSION believes that every successful Brand is shaped by Great People who deliver on the promise they make. PEOPLE DIMENSION is a Recruitment agency committed to seek greatness in the South African job market. Skills attraction is our passion and building trusted partnerships with both our clients and applicants our priority. PEOPLE DIMENSION prides us on providing a personalized and delivery-focused recruitment function across all industries. Our Services include both permanent and contract placements, in the following specialist areas; Information Technology Engineering Finance Office Support Insurance Marketing & Sales A clear understanding of our clients’ business and corporate culture is the starting point of every successful placement we make. Our extensive industry knowledge and more than 11 year presence within the recruitment industry, enables us to find and introduce South Africa’s top talent to our clients. We also believe in continuous follow up on the progress of the candidate we have placed as well as the level of both our client’s and candidate’s satisfaction with our service. PEOPLE DIMENSION adheres to the APSO Constitution and Code of Ethics and is therefore very serious in complying with the requirements of South Africa’s Labour legislation. We are also a Level 4 BEE Contributor. Integrity and Service excellence is our promise to you. We invite you to choose PEOPLE DIMENSION as your recruitment partner.
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