Financial Advisor

Details of the offer

Duties:Follow all the steps of financial planning in the sales processGenerate leads, set up appointments, and meet the clientPrepare and present recommendations and/or solutionsImplement, review, and monitor solutionsObtain all necessary documentsMeet ongoing education and professional developmentBuild and maintain client baseQualification & Experience needed:Senior Certificate (NQF4)Minimum of 2 years experience in the financial industryRE5Applicable Class of Business modules/CPD points for the cycleClear Criminal and Credit RecordOwn Vehicle, Laptop, and Wi-Fi
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Nominal Salary: To be agreed
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