Financial Advisor / Wealth Planner / Broker

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Job Details

  • We require you to:
  • Establish and maintain a client base
  • Achieve sales targets
  • 3 Years Sales/Finance or Insurance Related Experience
  • An established network of clients and ability to prospect for new business
  • Provide professional advice to clients
  • Build a profitable practice Candidate Requirements Minimum Requirements:
  • Matric
  • Tertiary qualification
  • Valid driver’s license  (compulsory)
  • Own reliable transport
  • Clear credit record, with no criminal record
  • Computer skills Further to meeting all the minimum requirements, the following criteria would be an added advantage:
  • RE Certificate (Regulatory Exam)
  • Exceptional Interpersonal skills
  • Entrepreneurial mind-set ( must be able to work independently )
  • Sales work experience
  • Time management and organisational skills
  • Email CV to: mandi@fokuspersonnel.co.za
  • Please note:By applying for this position and providing Fokus Personnel with your CV and other personal information, you are consenting to the information being used for the specific purpose for which it was provided, which is recruitment purposes and possible appointment purposes (should you be successful). Please note that your information will be processed for recruitment purposes only or for such purposes relating to assessing the establishment of an employment relationship with yourself, and this will be done in accordance with the applicable data protection and privacy legislation. We confirm that such information will not be used for any other purpose without obtaining your prior consent.
    If your application is not successful, we retain your CV and other information provided for a period of 6 months after which it will be destroyed in a secure manner. If you object to your information being used in accordance with the aforementioned clauses, please indicate your objection and we will immediately destroy your personal information in a secure manner.
    If you are not contacted within 2 weeks of the closing date, please regard your application as unsuccessful.