- Identify new business opportunities within existing and new client bases.
- Provide customized financial planning and investment advice based on individual goals, risk tolerance, and financial situation.
- Maintain comprehensive knowledge of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyse financial data and review client portfolios to optimize their objectives.
- Assist clients with applications, medical examinations, and documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant and aligned with evolving needs.
- Foster face-to-face relationships and brand awareness through engagement with various departments.
- Minimum 3-5 years' experience (preferably in sales).
- Valid driver's license and own vehicle.
- Clear criminal and credit check.
- NQF5, RE5, Class of Business Long Term Insurance (non-negotiable).
Financial Planner - Reference SSFP R15k – R20k + Commission - Durban - Armstrong Appointments
Description
About Us
We are an independent specialist brokerage offering financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationwide.
About the Role
Experienced financial advisors who are self-motivated and dynamic are sought after to join our growing team. The ideal candidate will have a deep understanding of financial planning and investments, providing holistic financial advice that promotes financial freedom for clients.
Duties & Responsibilities
Requirements
Candidates must meet the following criteria:
Qualifications include:
Compensation
R15k - R20k + Commission