Financial Consultant – Long Term Insurance

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.