Financial Advisor

Financial Advisor
Company:

Greys Recruitment



Job Function:

Finance

Details of the offer

Our Client in the Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest.
Position is Remote.
Must have a clear criminal and credit record.
Duties:   Follow all the steps of financial planning in the sales process Generate leads, set up appointments and meet the client Prepare and present recommendations and/or solutions Implement, review and monitor solutions Obtain all necessary documents Meet ongoing education and professional development Build and maintain client base Qualification & Experience needed   Senior Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD points for the cycle Clear Criminal and Credit Record Own Vehicle, Laptop and Wi-Fi


Job Function:

Requirements

Financial Advisor
Company:

Greys Recruitment



Job Function:

Finance

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