Financial Advisors

Ithemba Recruitment- Sourcing Top Talent; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency in South Africa is seeking a Financial Advisor / Financial Consultant to provide expert advice on financial planning and investments. Candidates will meet clients to understand their financial needs, develop strategic financial plans, and explore investment opportunities. Essential attributes include an RE5 certification, experience at a LIFE insurer, and personal transport. A basic salary for the initial three months is provided, along with commission during client base establishment.

Qualifications

• RE5 certification required.
• Previous experience at another LIFE insurer essential.
• Self-motivation and effective communication skills are critical.

Responsibilities

• Provide sound financial advice to clients.
• Meet with clients to assess needs and gather financial statements.
• Research investment opportunities.

Skills

Self-motivated

Well-spoken

Job description

Financial Advisor / Financial Consultant, responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. The duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

Candidates must possess the below attributes:

• RE5
• Industry experience at another LIFE insurer
• Own Transport Essential
• Strong Wifi
• Personal Laptop
• Self-motivated
• Well-spoken

Only candidates with the above will be considered.

Candidates are offered a basic salary for the first 3 months of employ whilst establishing a client base, Commission is offered at this time too.