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Financial Advisor (Finance)

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Location:

Pretoria, Gauteng 

Suburb:

Centurion

Salary:

Commission Only per month

Posted:

24-03-2020
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Job Type:

Permanent

Job Level:

Skilled

Employment Equity:

South African Citizens Only
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Job Description:

Financial Advisor (Finance)
Location: Centurion  
           
Our client in the Financial industry is looking for a Financial Advisor.
 
Key responsibilities
  • Contacting clients and corporates setting up meetings, either within an office environment or in clients' homes or business premises  
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims    
  • Analyzing information and preparing plans best suited to individual clients'  requirements    
  • Completing risk analyses    
  • Researching the marketplace and providing clients with information on  
  • New and existing products and services 
  • Designing financial strategies  
  • Assisting clients to make informed decisions   
  • Researching information from various sources, including providers of  Financial products
 
Requirements           
  • Min 1 year of life insurance / investment selling experience
  • RE5 (Would be an Advantage)
  • Matric
  • Driver’s license & own transport
  • Clear ITC
  • Clear criminal record
  • Must have own laptop
Commission base only

Job Category:

Finance, Insurance, Investment
Company Info
ATripleA Recruitment & Temps
Pretoria, GP, South Africa

Please register to view contact info


Company Profile



Company Info


ATripleA Recruitment & Temps
Pretoria, GP, South Africa

Please register to view contact info


Financial Advisor (Finance)

col-narrow-left   

Location:

Pretoria, Gauteng 

Suburb:

Centurion

Salary:

Commission Only per month

Posted:

24-03-2020
col-narrow-right   

Job Type:

Permanent

Job Level:

Skilled

Employment Equity:

South African Citizens Only
col-wide   

Job Description:

Financial Advisor (Finance)
Location: Centurion  
           
Our client in the Financial industry is looking for a Financial Advisor.
 
Key responsibilities
  • Contacting clients and corporates setting up meetings, either within an office environment or in clients' homes or business premises  
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims    
  • Analyzing information and preparing plans best suited to individual clients'  requirements    
  • Completing risk analyses    
  • Researching the marketplace and providing clients with information on  
  • New and existing products and services 
  • Designing financial strategies  
  • Assisting clients to make informed decisions   
  • Researching information from various sources, including providers of  Financial products
 
Requirements           
  • Min 1 year of life insurance / investment selling experience
  • RE5 (Would be an Advantage)
  • Matric
  • Driver’s license & own transport
  • Clear ITC
  • Clear criminal record
  • Must have own laptop
Commission base only

Job Category:

Finance, Insurance, Investment

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