|Location||Cape Town, Cape Town, South Africa|
We in an independent brokerage and the company offers long and short
term insurance, pre and post retirement planning, investment planning, estate
planning, wills and funeral plans with all major insurers.
- Provide solutions for the client's long-term insurance, investments and financial
- Build a sustainable portfolio
- To establish and maintain a professional relationship with all stakeholders
- To give professional advice to clients
- To build a profitable practice
- We require you to establish and maintain a client base
- Processing and preparation of FNA
- Financial advisers need both strong interpersonal and analytical skills, you must be able
to analyze investment and financial data then clearly communicate their
findings to their clients.
- An aptitude for sales and marketing and a solid network will stand you in good
stead for this career.
We would offer you the following.
- Our experience with successfully advising on complex financial solutions
- Investment in marketing and lead generation
- Multiple prospecting/ lead generation techniques used
- Coaching and development to new levels of growth
- Comprehensive product training
- Strong and efficient sales administration support
- Full Back Office and Admin Support
Minimum 2years experience
NQF5 or higher
Clean credit and criminal history
Interested candidates can send their CV