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    Independent Financial Advisors - Pretoria, South Africa - Status Asset Management

    Status Asset Management
    Status Asset Management Pretoria, South Africa

    5 days ago

    Default job background
    Full time
    Description

    Position: Independent Financial Advisor (IFA)

    Location: National

    Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products.

    Who are we looking for?

    A Financial Advisor (financial agent / broker) who will be responsible for selling the Company's financial services to new clients and will facilitate business growth.

    Why work for us?

    • No desk fees
    • Financial support for the first 3 - 6 months (bridging salary)
    • 24/7 Admin support in applications and CRM work
    • Monthly commission payments
    • We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns
    • A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work
    • Trainings at the Company's expense

    Requirements

    • 2 or more years' experience as a Financial Advisor within the financial services industry, life and investment essential.
    • Matric/Grade 12 or SAQA Accredited Equivalent Essential.
    • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
    • RE 5 certificate.
    • Proven sales track record.

    Duties

    • Communicating with clients, including phone calls, e-mails and personal meetings.
    • Presenting the Company's products and conducting sales.
    • Conduct customer needs analysis and advise accordingly.
    • Provide feedback on daily activities (calls, appointments, sales etc.)
    • Develop and maintain client network.
    • Use company's resources and expertise to analyse client needs.
    • Facilitate additional lead generation.
    • Work in CRM, keeping client's information complete and up to date.
    • Undergo necessary scheduled trainings and upskilling sessions.
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