Financial Planner / Entrepreneur

Details of the offer

Join Our Tribe of ProfessionalsInsurance and Wealth Creation Professionals (IWCP) is currently recruiting.
If you are looking for a career opportunity in a company with old school values but innovative thinking, who is having fun while changing people's lives but at the same time looking after their own family financial wellbeing, this opportunity may be for you.With over 100 years of industry management experience dedicated to your personal success, no better platform is available in the market for new entrants.
The structured development path and mentorship program for new professionals in the industry will ensure your future success.
They believe in creating financial freedom for all South Africans by partnering with clients through their life journey, uncovering their financial objectives, and then creating plans to fulfill them.This opportunity offers an exciting chance to start your own practice within the financial services industry.Duties & ResponsibilitiesProvide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)Assess client's overall financial picture, understand their needs and develop a solid financial planGuide clients towards profitable and secure financial decisionsCultivate a client base and build win-win relationshipsNetwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etc.
to meet sales quotasKeep abreast of new industry trends and research the market to support financial consultingOversee the course of the financial plan and update it if necessary to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers, and other professionalsDesired Experience & QualificationsGrade 12 minimum; tertiary qualification will be advantageousClear credit record, with no criminal recordFurther to meeting all the minimum requirements, the following criteria would be essential:Entrepreneurial mindset (must be able to work independently)Exceptional interpersonal skillsEstablished client networkEffective planning, organizing, and time management skillsPackage & Remuneration100% Commission basedFree parking spaceFree wifiOffice spaceCompany events
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Nominal Salary: To be agreed

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