Financial and Insurance Advisor

Do you have a passion for Financial Planning and are looking to get into this amazing profession while building your own professional practice?

For more than six decades, we’ve helped you dream of it, plan for it, and deal with it. We’ve been in it with you.

This role enables a driven and ambitious individual to become a trained Financial Planner.

Excellent uncapped earning opportunity. Great leadership and mentorship offered.

Responsibilities:

1. Understand clients’ financial needs.
2. Determine clients’ expenses, level of income, insurance coverage, financial objectives and goals, tax status, and risk tolerance.
3. Answer clients’ questions and address concerns.
4. Provide advice to clients about insurance coverage, investment planning, cash management, or other areas to help them reach their financial goals.
5. Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
6. Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.
7. Manage and regularly update clients’ portfolios.
8. Build and maintain your client base. This is a FAIS role.

Minimum Requirements:

1. Matric.
2. 2 years of sales experience.
3. RE 5, FAIS qualification is an added advantage but not essential.
4. Own car.
5. Driver's license.
6. Laptop.
7. Network of clients.