Permanent Offered Salary : Negotiable

Financial Planner

  • Bellville, Western Cape, South Africa View on Map
  • posted 3 weeks ago
  • Posted Date : September 10, 2020
  • Last Date : October 10, 2020
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Job Description

Financial Planner Bellville Cape Town

 Work from home -TOP COMMISSION earning potential

 One of our insurance clients is looking for Financial planners to market a wide range of products. The financial planner will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits) to clients.

High End Commission Only Work from home

 Min requirements

Certificate in Wealth Management or related NQF 5 qualification – MUST HAVE

Regulatory Examination 5 – Representatives – MUST HAVE

Proof of past performance in form of commission statements of the last 12 months

Responsibilities

Optimize business profitability by identifying income opportunities and meeting 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

Scan client base and target market for financial planning opportunities

Generate leads by identifying appropriate clients/prospects

FROGG Recruitment SA

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