An expanding financial planning company is looking for experienced Senior financial advisors who are highly driven
and eager to grow and bring in new business. The candidate will be working remotely and will be focused on growth in
their region of choice.
– Western Cape and Eastern Cape regions
-Business development and client acquisition across the various financial solutions and services offered by the company.
-Assisting our existing Portfolio Managers/Financial advisors, rendering sound financial advice and services according to our SLA’s
-Needs solid work ethic and is committed to making a difference in the lives of our clients.
-Needs to be a team player with the ability to also work independently.
-Have a unique network in which you can attract and source new clients.
-Full Qualification/NQF5; Industry related Accreditation.
-Must have your own reliable transport and a valid driver’s license.
-Proven record of accomplishment in a high-performance sales environment as a Financial Advisor
-FAIS RE5 is compulsory.
-Clear ITC and criminal record.
-Experience and track record in high performance sales environment.
-Ability to own an investment client book and grow it further within the first 12 months and consistently thereafter.
-Computer Literate – Proficient in Microsoft products; Xplan or similar CRM systems.
Basic + excellent commission splits
If you are passionate about interacting, establishing, developing and maintaining business relationships with prospective customers to generate new business and grow in a dynamic team environment, then please forward your CV to firstname.lastname@example.org.
Preference will be given to Portfolio Managers who can migrate a portfolio of existing clients. Should you not receive a reply from us within 2 weeks from the date of applying, please consider your application as unsuccessful.