Financial Advisor
Johannesburg Pretoria, Gauteng
Posted 24 days ago
- Company:
- Liberty
- Company Description:
- Financial services, insurance, life cover, short term insurance. corporate business. risk management
- Contract Type:
- Full Time
- Experience Required:
- No Experience
- Education Level:
- Grade 12
- Gender:
- Any
- Number of vacancies:
- 5
Job Description
Excellent uncapped earning opportunity. Great Leadership and mentorship offered.
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Building and maintaining your client base.
Commission based employment - commission paid on every product sold uncapped
This is a FAIS role
Full training offered
Requirements;
Matric
2 years Sales experience
RE 5, FAIS qualification an added advantage but not essential
Own car
Drivers License
Laptop
Network of clients