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Wealth Advisors (Insurance)

Wealth Advisors (Insurance)

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 of financial information
• Developing and presenting financial planning recommendations and/or alternatives to 
• The implementation of financial planning recommendations. 
• The monitoring of the financial planning recommendations
• 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 a Microsoft 
• Must have high initiative and entrepreneurial skills and must be able to work 
• Own transport, laptop and cellphone are mandatory
• Fluent in English and Afrikaans
To apply, use the link:
ATripleA Recruitment and Temps
#atriplea #recruitment #vacancy # wealth# advisor

Posted 2023-03-08

Please provide ALL the information requested below, to submit your CV:

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