Financial Advisors – Bloemfontein / Welkom / Kroonstad / Durban

Job details

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• KwaZulu-Natal and Freestate
• Permanent
• Full Time
• Commission based
• EE/AA, Non EE/AA

Qualifications

• Restaurant management: 3 years (Required)

Full Job Description

A large bank is urgently Seeking Financial Advisors to join their teams in the Freestate,Blemfontein and Durban regions of South Africa.

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Assist clients complete the neccessary paperwork about lifestyle habits and any long- or short-term illnesses, as well as discuss how age affects insurance premiums and coverage

Manage and regularly update clients’ portfolios.

Continuous communication with clients’ to stay up to date with their financial status

Building and maintaining your client base.

Experience:

Matric 

NQF Level 5 Qualification 

RE5 / RE1 

2 Years minimum experience- Applicants under supervision will not be shortlisted

Long-term Insurance, both Commercial and Personal lines knowldege and expereince