Wealth and Investment Specialist

So, youre looking for a new venture! Why not consider building your future in the dynamic world of financial planning? With comprehensive training, expert mentorship, and valuable insights, youll gain everything you need to excel as a professional in this rewarding field. We are looking for dynamic, motivated, and entrepreneurial-spirited individuals who are ready to take charge of their future. Book your time with me today, and lets craft a plan for your success one that youll never look back on.

Your journey starts now lets make it count!

• Sourcing and meeting potential clients.
• Establish their financial needs and goals.
• Enabling a professional Financial Needs Analysis to be drafted.
• Dispensing / selling of suitable financial insurance products and Investment.
• Ongoing servicing of client book.

• Own Vehicle
• Cell Phone and Laptop
• Minimum academic requirement:
  Matric /Gr 12,
  
  B. Com, LLB or Financial Industry related qualifications (preferable)
• 2yrs >
  Financial Advisory Experience (preferable)
• Professional appearance.
• No Criminal record and clean ITC listing.
• Professional Infrastructure nationwide
• Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses
• Admin & compliance support
• Paraplanning assistance for external products
• Production rewards and incentives
• Career growth opportunities

Successful candidates will be contacted for interviews.