Financial Focused Advisor

This is a remote position.

Our client is looking to Employ Financial Focused Advisors with the following:

Exposure and Skills (Essential):-

Be able to establish and maintain a professional relationship/client base with

Individuals/Businesses;

Be able to Analyze and Evaluate the Financial Planning needs of Individuals/Businesses and

help them with Investments and Insurance decisions;

Prospect for new clients through various means to ensure good pipeline for the business;
Must adhere to all quality standards and measures as well as comply with all the necessary

Legislative and Regulatory Requirements;

Must have a proven track record in Achieving/Exceeding targets consistently in line with

previous and current Company's targets;

Be an ambassador for the brand by living the company values in all interactions with internal

and external stakeholders;

Have a good understanding of Wealth Management and/or Short/Long-term Insurance;
Have exceptional Interpersonal, Networking and Strong Negotiation skills;
Have an Entrepreneurial mind set;
Have effective planning, organizing and time management skills.

Requirements Experience (Essential):-

Minimum of 12 months + of sales experience and be able to produce evidence of previous vetted

commissions.

Advisors must have the following (Essential):-

Grade 12;
A Bachelor's Degree in Finance/FAIS Recognized Qualification (NQF 5);
RE5 Certificate;
Must have own car, with a Valid Drivers License;
A Clear ITC and Criminal Record;
An established client network would be advantageous.

Only Candidates who have the Exposure, Skills, Experience and a Proven Track Record MUST

APPLY. Applications MUST BE emailed to recruitment@cmhconsulting.co.za with the following

documentation (Essential):-