Financial Advisor

eThekwini, KwaZulu-Natal - Hillcrest, KwaZulu-Natal, South Africa

Job Description


Our Client in the Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position is Remote. Must have a clear criminal and credit record.Duties:Follow all the steps of financial planning in the sales process
Generate leads, set up appointments and meet the client
Prepare and present recommendations and/or solutions
Implement, review and monitor solutions
Obtain all necessary documents
Meet ongoing education and professional development
Build and maintain client baseQualification & Experience neededSenior Certificate (NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business modules/CPD points for the cycle
Clear Criminal and Credit Record
Own Vehicle, Laptop and Wi-Fi

Measured Ability Group

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Job Detail

  • Job Id
    JD1350739
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    R25000 per month
  • Employment Status
    Permanent
  • Job Location
    eThekwini, KwaZulu-Natal - Hillcrest, KwaZulu-Natal, South Africa
  • Education
    Not mentioned