Financial Advisor

Details of the offer

ResponsibilitiesResponsible for the procurement of new businessExpand sales of products and services with existing customersWork mainly on own leads but also supported by internal business leadsAccurately record client information and sales detailsComply with legislative regulations and adhere to all compliance requirementsFully CommissionedCommission Split (80/20) – 80% Financial Adviser & 20% FranchiseNo Overhead CostsRemote working 80%, Office 10%, Virtual 10%Training Allowance ProvidedMinimum RequirementsMatric / NQF 5 Equivalent QualificationFAIS requirements based on DOFA dateRelevant regulatory examination if you are already working in the financial services industry2 years' experience in financial advisory services or sales experience in the financial services sector.Class of Business (COB) with relevant sub-categories (Long-Term Insurance & Investments)Continuous Professional Development (CPD – 18 points if available)Job Type: Full-timePay: R30000,00 - R50000,00 per monthPreferred EducationCertificateExperienceSales experience in the financial services sector: 2 years (Required)
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