Financial Advisor

 

Recruiter:

Insphired

Job Ref:

10101

Date posted:

Thursday, May 19, 2022

Location:

Johannesburg, South Africa

Salary:

92% - 100% commission


SUMMARY:
Financial Advisor Calling on ALL energetic, ambitious and go-getter Financial Advisors to Join our clients’ Financial Services company!

JOB DESCRIPTION:

Duties

  • Scan client base and target market for financial planning opportunities
  • Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering
  • Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients
  • Retain existing clients and generate new clients
  • Optimise business profitability by identifying income opportunities and meet agreed income targets
  • Facilitate requirements between clients and product/service providers
  • Track and report progress of agreed implementation to clients Issue confirmation of implementation to clients Conduct annual reviews with clients
  • Compliance & Process
  • Sales Management
  • Maintain a record of sales generated
  • Maintain a record of pipeline sales
  • Interview clients and gather information to determine strategies for financial investments.
  • Prospect and maintain clientele.
  • Recommend and sell financial plans and products that will help meet financial goals.

Minimum Requirements:

  1. Minimum of 3 years as a Financial Advisor
  2. RA Certificate
  3. Must have a client-base.
  4. Must be able to generate own Leads.
- Commission 92% - 100%

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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