Are you passionate about sales and customer service? Vacancy exists for a driven individual to be trained as a professional Financial Planner.
The purpose of this role is to provide financial planning and investment advice to clients, based on their investment and lifestyle needs and objectives, and to provide the most appropriate risk and investment portfolio for them, whilst identifying potential new business opportunities which also include corporate business and medical aid products.
We partner with our clients through their life journey, uncovering their financial objectives, then designing plans to achieve them. With a real understanding of a client's personal situation and an appreciation of their responsibilities and future life goals, we can create a uniquely tailored financial plan to help them.
- Matric. Tertiary qualification is desirable
- Valid driver’s license and own reliable transport is essential
- Sales experience would be a strong advantage
- Excellent communication skills – both written and verbal
- Clear credit and criminal record
You will be provided with full training and support on an ongoing basis.
Excellent commission structure and various large company benefits.