Credence Recruitment: Financial Advisor

Credence Recruitment

Introduction

Insurance Industry provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs

Duties & Responsibilities

Output/Core Tasks:

 

  1. Establish long-term relationships with clients
  2. Financial planning for clients
  3. Focus on identifying client needs and then offer suitable financial solutions
  4. Provide excellent service orientation and frequent contact with clients

Desired Experience & Qualification

Qualifications:

 

  • Grade 12 or equivalent
  • RE Certificate definite advantage
  • FAIS credits on NQF 5 or working towards a recognised qualification (Wealth Management) definite advantage
  • Driver’s license and own vehicle

 

 

Experience:

 

  • Previous experience within the Financial Services Industry and/or Sales environment will be a requirement

 

 

Competencies:

 

  • Computer literate
  • Build excellent client relationships/service orientation
  • Entrepreneurial/Business orientation
  • Self-discipline
  • Ability to work in an organized manner
  • Self-confidence
  • Drive/performance orientation
  • Interpersonal skills
  • Communication/presentation skills

 

Package & Remuneration

Remuneration  and benefits:

 

  1. Choice of different  adviser contracts
  2. 100% commission
  3. Vesting Bonuses for the first 2 years
  4. Performance Bonus (13th cheque) in December
  5. Assistance with the purchase of technology equipment
  6. Membership of Pension Funds and Group Life Schemes
  7. Initial and ongoing training via Academy
  8. Support with industry related qualifications
  9. Access to mobile nurses for client medicals
  10. Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
  11. Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
  12. Compliance support
  13. Marketing support
  14. Access to Legal advisors
  15. Financial planning tools

Interested?

Contact Arthie Neerasingh

074 912 4776

[email protected]



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