Entrepreneurial Financial Planner - Grow Your Own Practice

Sanlam; Durban; Vor Ort; ZAR 300.000 - 600.000; Vollzeit

Zusammenfassung

Confiar Bluestar is seeking ambitious Financial Planners who will build, grow and manage their own client base in KwaZulu-Natal. You will identify new opportunities, conduct needs analyses and provide professional financial planning advice to clients, while developing focused campaigns and maintaining long-term relationships.

Join a business that rewards performance through a lucrative commission-based structure, vesting bonuses and ongoing support to help you grow a profitable practice.

Qualifikationen

• Minimum 1 year as a Financial Planner.
• Matric or equivalent; RE5 where applicable.
• Valid driver's licence and own vehicle.
• Earnings linked to business production; commission-based environment.
• Willing to build and grow a client base.

Aufgaben

• Building, growing and managing your own client base.
• Identifying new business opportunities through prospecting, networking and referrals.
• Conducting comprehensive financial needs analyses.
• Providing appropriate, professional financial planning advice.
• Developing and implementing focused marketing and prospecting campaigns.
• Building long-term client relationships through exceptional service.
• Growing and maintaining a profitable financial planning practice.
• Continuously developing your professional knowledge and skills.

Kenntnisse

Entrepreneurial mindset

Sales/Business development

Networking

Client relationships

Ausbildung

Matric or an equivalent qualification

RE5 certificate

120 NQF Level 5 credits or a recognised relevant qualification

Jobbeschreibung

Confiar Bluestar is seeking ambitious Financial Planners who will build, grow and manage their own client base in KwaZulu-Natal. You will identify new opportunities, conduct needs analyses and provide professional financial planning advice to clients, while developing focused campaigns and maintaining long-term relationships.

Join a business that rewards performance through a lucrative commission-based structure, vesting bonuses and ongoing support to help you grow a profitable practice.