Independent Financial Advisor at Clear leaf

  • Finance Jobs In South Africa
  • Full time
  • 7 months ago
  • South Africa
  • Salary Rand 1000-2000 / Monthly
  • Shift Full Time
  • Job Qualifications Bachelor
  • Number of vacancies 10 openings
  • Job experience 1 year
  • Job level Officer

Job Description

Clear leaf is looking to hire an Independent Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

The primary focus of the position relates to sales in our Medical Aid division; however, our unique holistic offering provides exciting opportunities across multiple platforms and providers. We furthermore provide Financial Advisors with continuous leads enabling the Advisor to build a growing practice

Duties & Responsibilities

  • Identifying the financial needs of clients and / or leads and providing recommendations and advice;
  • Converting provided leads into sales;
  • Identifying new business opportunities;
  • Attracting new clients through various methods of prospecting, including cold calling;
  • Develop and implement the company’s sales strategy;
  • Reviewing clients’ complete financial portfolio and identifying cross-selling opportunities;
  • Achieve Medical Aid sales targets;
  • Manage client profiles;
  • Attend to clients’ annual reviews;
  • Client retention and continuous service;
  • Submit weekly production reports

Desired Experience & Qualification

  • Minimum Grade 12 (NQF5 or similar qualification would be beneficial);
  • Regulatory Exams (RE5): non-negotiable;
  • Minimum 2-3 years’ work experience; previous sales experience in the financial services / medical scheme’s industry;
  • Excellent interpersonal skills;
  • Outgoing, professional and presentable;
  • Motivated, independent and energetic;
  • Driver’s License and own reliable vehicle – non-negotiable;
  • Fit and proper to be registered on the FSCA Representative Register

Use the link(s) below to apply for other Job Opportunities:

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Mode of Application

How to apply: Clear Leaf

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Additional Information

  • Salary: R15 000.00 CTC for six months, then becomes commission only + cell phone and petrol allowance; Medical Aid; Provident/Pension Fund; Group Risk Cover
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