Strategic Financial Advisor: Risk & Estate Planning

Pivot Services; Gqeberha; Presencial; ZAR 200.000 - 320.000; Jornada completa

Descripción de la vacante

Pivot Services in South Africa seeks a professional financial adviser to source, retain and grow a membership and client base. The role focuses on holistic financial planning, providing risk insurance, savings, investments, wills, tax and estate planning, with compensation primarily commission-based.

You will meet clients, present proposals, stay compliant, and build relationships, aiming to expand the book within the first 24 months and beyond.

Responsabilidades

• Sourcing, retaining and growing a membership and client base
• Providing holistic financial planning, advice and sales
• Focus on risk insurance, savings, investments, wills and estate planning
• Maintaining compliance and adherence to procedures

Descripción del empleo

Pivot Services in South Africa seeks a professional financial adviser to source, retain and grow a membership and client base. The role focuses on holistic financial planning, providing risk insurance, savings, investments, wills, tax and estate planning, with compensation primarily commission-based.

You will meet clients, present proposals, stay compliant, and build relationships, aiming to expand the book within the first 24 months and beyond.