PFA Financial Advisor

Overview

I am looking for 4 to 8 Financial Advisors/Planners who meet following requirements:

Qualifications

• Min 1 year of life insurance / investment selling experience
• RE5
• Matric
• Drivers license & own transport
• Clear ITC
• Clear criminal record

Duties & Responsibilities

The role at a glance is about championing our customers to achieve their lifetime goals by identifying their financial needs, providing advice, recommending and implementing fit for purpose financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction.