Remote Financial Advisor: Risk & Investment Planner

PPS; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in South Africa is seeking an experienced Financial Planner. The successful candidate will offer professional financial advice to members, grow a client base, and engage in sales related to risk insurance and investments. Candidates must have qualifications in financial planning and experience in the financial services industry. This role is commission-based and offers remote work within specific provincial offices. Strong sales, communication, and networking skills are essential.

Benefits

Work tools provided

Monthly home-office allowance

Qualifications

• 3 years' experience in financial services sales.
• 2 years' financial planning experience.
• Knowledge of professional client market.

Responsibilities

• Provide tailored advice to clients.
• Prepare proposals using financial planning tools.
• Build and maintain client relationships.

Skills

Sales

Financial Planning

Interpersonal skills

Analytical skills

Networking skills

Education

Matric (Grade 12)

NQF level 6 qualification

FAIS recognized NQF level L7

Tools

MS Office

CRM systems

Financial planning software

Job description

A financial services provider in South Africa is seeking an experienced Financial Planner. The successful candidate will offer professional financial advice to members, grow a client base, and engage in sales related to risk insurance and investments. Candidates must have qualifications in financial planning and experience in the financial services industry. This role is commission-based and offers remote work within specific provincial offices. Strong sales, communication, and networking skills are essential.