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
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