Wealth Manager

We’re looking for hungry, entrepreneurial-minded individuals ready to own their professional future. We provide the blueprint; comprehensive training, expert mentorship and valuable insights to help you excel in this rewarding field. I’d love to help you craft your path forward. Book your strategy session with me now and let’s build a plan to the success you’ll be proud of.

• 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.

Minimum requirements for this position:

• Own Vehicle
• Cell Phone and Laptop
• Minimum academic requirement:
  Matric /Gr 12,
  
  B. Com, LLB or Financial Industry related qualifications (preferable)
• 2yrs >
  Financial 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.

Industry

• Financial Services

Employment Type

Full-time

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Screening question

Must-have qualifications