Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals?
If your answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. 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.
Responsibilities:Contact clients to discuss their financial goals and offer them financial services.Design debt liquidation plans which consist of the time frame and priority of payoff.Interact with clients to determine their financial objectives, earnings, and expenditure to design appropriate financial plans.Proffer recommendations on cash management, investment choices, and insurance coverage.Carry out assessments to determine the net worth and financial status of an individual or company.Conduct market research to obtain information useful in providing effective financial services.Handle client complaints and assist with the resolution of financial issues.Conduct reviews of clients' financial performance to determine the need for plan adjustments.Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies.Contact clients' creditors to arrange a payment plan suitable for both parties.Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand clients' financial objectives.Recommend or help clients select suitable investments.Conduct negotiations with product suppliers to reach favorable price bargains.Evaluate funds required to provide students grants for education.Organize seminars on financial planning topics such as retirement planning and investment.Benefits:Lucrative commission structure100% commissionPetrol vouchersMentorship program (Best succession rate)Build your own company.Tools and systemsExcellent recognition (Monetary, Kruger rands, weekends away, etc.)FlexibilityGreat company cultureIf building your own professional and profitable business practice appeals to you, then one of the three vacancies of our next intake will be ideal.
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