PFA Financial Advisor

Uniting Holding; Centurion; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Centurion is looking for Financial Advisors/Planners to help clients achieve their financial goals. Candidates must have at least 1 year of experience in life insurance or investment selling, a Matric certificate, and clear ITC and criminal records. The role involves identifying client needs and providing tailored financial advice.

Qualifications

• Minimum 1 year of life insurance/investment selling experience.
• Drivers license and own transport required.
• Clear ITC and criminal record essential.

Responsibilities

• Champion customers to achieve their financial goals.
• Identify financial needs and provide appropriate advice.
• Generate leads through networking and relationship building.

Skills

Life insurance selling

Investment selling

Networking

Customer service

Education

Matric

RE5

Job description

I am looking for 4 to 8 Financial Advisors/Planners who meet following requirements:

• Min 1 year of life insurance / investment selling experience
• RE5
• Matric
• Drivers license & own transport
• Clear ITC
• Clear criminal record

Duties & Responsibilities

The role at a glance is about championing our customers to achieve their lifetime goals by identifying their financial needs, providing advice, recommending and implementing fit for purpose financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction.