PFA Financial Advisor

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.
• Clear ITC status.
• Clear criminal record.

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

Overview

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

Qualifications

• 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.