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Wealth Advisors (Insurance)

Wealth Advisors (Insurance)

Our client in the Insurance Industry is looking to hire a Wealth Advisors.


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 clientele

·         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 software. 

·         Must have high initiative and entrepreneurial skills and must be able to work independently 

·         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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