Personal Finance provides clients in the entry, middle, affluent, and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long-term wealth creation, protection, and niche financing needs.
Company offers the following :
- Telephony services, i.e., internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e., technical and soft skills training
- Access to effective lead generation systems and training
- Support with succession planning
- Support with unlocking equity from adviser practices
Output / Core Tasks :
- Establish long-term relationships with clients
- Financial planning for clients
- Focus on identifying client needs and offering suitable financial solutions
- Provide excellent service orientation and maintain frequent contact with clients
Requirements :
- Matric or NQF4 equivalent certification (Essential)
- Tertiary Certificate and/or Degree (Essential)
- Financial qualification and/or RE5 accreditation
- Driver’s license with own vehicle (Essential)
- Sales Experience and Skills (Essential)
- At least 1 year experience in long-term insurance or at least 3 years’ experience in short-term insurance
Salary: 15k basic salary plus uncapped commission
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Location: Bay, Richards Bay, KwaZulu-Natal, South Africa