Broker Agent (Capital Legacy)
City of Cape Town, Western Cape
Posted 2 days ago
- Company:
- Structured wealth solutions
- Company Description:
- Structured Wealth Solutions was established on the premise of sharing financial knowledge and educating clients on possible solutions that will truly be in their best interest. This can be attained by comprehensive financial planning based on clients' needs. In our pursuit of 'restructuring tomorrow, today', SWS is built on the following values: 1. Education: At SWS, we believe that education is of utmost importance, To educate is to empower. 2. Communication: Through communication, we build long lasting relationships not only with our clients but with anyone that seeks financial knowledge. 3. Transparency At SWS, we value transparency and clients can trust that we will act with the highest level of honesty and integrity. 4. Community We are people-centric company. By empowering and uplifting others, we grow. Our Vision: To equip each and every member of society with financial understanding to enable them to make informed decisions that will not only benefit them presently but also in the future.
- Contract Type:
- Full Time
- Experience Required:
- 1 year
- Education Level:
- Grade 12
- Number of vacancies:
- 10
Job Description
Requirements :
Drivers license /Own vehicle
Matric-Grade 12
RE 5 (preferably)
Other relevant qualifications
Previous working experience specifically in financial services industry Is REQUIRED e.g. advisor /consultant
Previous working experience in marketing and selling of financial products/solutions e.g. Investments ,retirement cover, wills, life cover ,funeral cover .
Self-motivated
Enthusiastic
People’s person
Results driven