Financial Advisor & Planner — Help Clients Achieve Goals

Uniting Holding; Centurion; On-site; ZAR 180,000 - 300,000; Full time

Job summary

A financial services company in Centurion seeks experienced Financial Advisors to help clients achieve their financial goals. Candidates should have at least 1 year of life insurance and investment selling experience, hold an RE5 certification, and possess a valid driver's license with their own transport. The role involves generating leads through networking and building relationships, providing tailored financial advice, and maintaining ongoing customer interactions. Join a dynamic team focused on client success.

Qualifications

• Minimum 1 year of life insurance/investment selling experience.
• Must hold an RE5 qualification.
• Driver's license and own transport required.
• Clear ITC and criminal record necessary.

Responsibilities

• Champion customers to achieve their financial goals.
• Identify financial needs and provide advice.
• Recommend and implement financial plans.

Skills

Life insurance selling

Investment selling

Networking

Customer interaction

Education

Matric

RE5 certification

Job description

A financial services company in Centurion seeks experienced Financial Advisors to help clients achieve their financial goals. Candidates should have at least 1 year of life insurance and investment selling experience, hold an RE5 certification, and possess a valid driver's license with their own transport. The role involves generating leads through networking and building relationships, providing tailored financial advice, and maintaining ongoing customer interactions. Join a dynamic team focused on client success.