2,650

Logistic jobs in United States

Wealth Advisors (Insurance)

AtripleA Recruitment & Temps

Gauteng

ZAR 300,000 - 600,000

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Sales Executive

HRS Staffing Solutions

Johannesburg

ZAR 300,000 - 600,000

Ambitious Junior Attorney

Rufus Dercksen Inc.

Stellenbosch

ZAR 250,000 - 350,000

Sales Business Development Engineer – Process Equipment

Prostaff

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ZAR 500,000 - 900,000

Sales Executive - Denver

Service Solutions

Johannesburg

ZAR 250,000 - 450,000

Private Client Advisor

Absa Bank

Noord-Kaap

ZAR 1,000,000 - 2,000,000

Production Planner

Tumaini

Wes-Kaap

ZAR 200,000 - 300,000

Business Development Consultant

Micah Govender Developments

Pietermaritzburg

ZAR 300,000 - 600,000

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Legal Manager (Public sector)

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Business Development Executive

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Datonomy Solutions

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ZAR 200,000 - 300,000

Wealth Advisors (Insurance)

AtripleA Recruitment & Temps

Gauteng

ZAR 300,000 - 600,000

Job description

Our client in the Insurance Industry is looking to hire a Wealth Advisor.

Duties and Responsibilities

On-Site Resource:

Prospecting and closing of new business.
Maintaining of existing business.
To have a holistic approach to financial advice.
Establishing and defining a professional relationship with clientele.
Gathering of financial data and the setting of financial objectives.
Analyzing and evaluating financial information.
Developing and presenting financial planning recommendations and/or alternatives to clientele.
The implementation of financial planning recommendations.
The monitoring of the financial planning recommendations.

Requirements

Matric.
Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
Successfully completed the Class of Business exam.
Successfully completed the RE5 exam.
Currently registered with the Financial Sector Conduct Authority as a full representative rendering Financial Advice and intermediary services.
Must be computer literate on a basic intermediary to intermediary level on Microsoft software.
Must have high initiative and entrepreneurial skills and must be able to work independently.
Own transport, laptop, and cellphone are mandatory.

* 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.