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Financial Accountant (Mobeni, KZN)
Top Recruitment
Financial Advisor Johannesburg
Job summary
A professional financial services firm in Johannesburg is seeking experienced financial planners to provide expert advice on risk insurance, savings, and estate planning. Candidates must hold a 4-year qualification and be adept at generating leads independently. This commission-based role offers a lucrative commission structure, rewarding candidates who excel in building relationships in the professional market.
Benefits
Qualifications
- Must be an experienced long-term insurance financial planner.
- Familiar with servicing the professional market.
- Capable of own lead generation.
Responsibilities
- Provide financial planning advice focusing on risk insurance.
- Source, retain, and grow membership for eligible professionals.
- Implement financial solutions according to client needs.
Skills
Education
The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.
This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding 4-year or higher qualifications that is PPS niche market. It is a role of own lead generation.
We offer a lucrative risk commission structure with a commission split on a range from 55% to 110%.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.