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Financial Consultant – Long Term Insurance

Job Overview

  • Postal Code 0000
  • Salary Offer Market Related

INTRODUCTION

Our client who is the Financial Services, we are looking to hire a talented FINANCIAL CONSULTANT: LONG TERM INSURANCE to join our team. If you’re hard-working, dedicated and willing to roll up your sleeves in order to get a result, this is a great place to grow your career.

QUALIFICATIONS, COMPETENCY AND EXPERIENCE

  • Grade 12
  • Tertiary qualification would be advantageous or NQF5 certificate in Wealth Management
  • RE 5
  • 2-4 years experience as a Financial; Planner/Consultant in a similar environment

KEY RESPONSIBILITIES AND ACCOUNTABILITY

  • Provide financial planning and investment advisory services.
  • Research and present investment strategies.
  • Develop and execute retirement planning.
  • Implement risk management and tax planning strategies.
  • Coordinate estate planning.
  • Manage client relationships.
  • Identify and cultivate new clients.
  • Develop and grow a book of business.
  • Open, transfer, and manage client accounts.
  • Prepare financial policy and procedure documentation.
  • Identify financial process improvement.
  • Generate and process paper and electronic documents.
  • Leads to be provided from time to time.
  • Own existing client book and experience with Medical Aid is preferred.

COMPETENCIES REQUIRED

  • Self manged, target driven person.
  • Ability to work independently.
  • Strong administrative skills.
  • Solid written and verbal communication in English

How to Apply

Kindly send only qualifying c.v’s to mamatshego@rizali.co.za

Only qualifying candidates will be contacted.

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About Us

RIZALI STAFFING SOLUTIONS is a 100% Black Economic Empowerment woman owned and managed recruitment and staffing company.

With a level commitment and passion that in executive recruitment, we aim to deliver professional service backed with honesty and integrity.

About us

Contact Us

Head Office, Midrand
Halfway Gardens, GP 1685
P.O.Box 12575, Vorna Valley, 1686
+ 27 (83) 313-9643