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Cape Town: Financial Advisor posted by IGrow Wealth Investments

Date 2024-11-16
Job Title Financial Advisor
Employer IGrow Wealth Investments
More Information
Salary 0
Category Finance Accounting
Location Western Cape
/ Cape Town

Job Summary

IGrow Wealth Investments, South Africa`s #1 Property Investment Company, is looking for a Financial Advisor to join their team.

If you are driven by success and SOLD is your favorite four letter word, look no further.

You will BENEFIT from:

  • Our state-of-the-art internal systems for marketing
  • Innovative tools and technology
  • Continued support from team members
  • Support from Booking Agents with scheduling of consultations
  • Working on world class property developments
  • Working along with inhouse IGrow experts
  • Basic monthly salary
  • Commission payable monthly
  • An earning potential of between R 1 mil R 2 mil p/a
  • No cold calling
  • Access to a 300 000 strong database of potential investors
  • No sourcing of stock – exclusive developments are available to present to investors
  • Hybrid work model. Working from home and the office from time-time
  • Virtual consultations is our primary driver of business
  • Inhouse training

To qualify for this position, you need:

  • Relevant diploma/degree (financial qualification advantageous – RE5 certification)
  • Minimum 2 years of property sales experience or in a financial advisory role
  • Track record of excellence in achieving sales targets and other KPIs
  • Fluent in English
  • Reliable transport during working hours
  • Home-office setup with a stable internet connection
  • Excellent communication and interpersonal skills
  • Computer literate (Excel, Word, G Suite, Zoom)
  • Telephone etiquette
  • Knowledge on trust and company structures (advantageous)
  • Knowledge on property financing (advantageous)
  • Knowledge on property registration process knowledge (advantageous)
  • General tax knowledge (advantageous)
  • Strong administrative skills

Duties and responsibilities include, but not limited to:

  • Scheduling and confirming consultations with clients
  • Work directly with booking agents as well as our team of inhouse IGrow experts including chartered accountants, tax specialists, trust attorneys, rental managers, homeloan specialists etc.
  • Consult with primary buyers and investors to help them grow their property portfolio
  • Sell investment property to first time and seasoned investors
  • Provide excellent customer service to clients
  • Maintaining close client relationships
  • Log all activities pertaining to dealings with clients on CRM system
  • Updating sales spreadsheets and other admin-related duties
  • Preparing contracts, mandates FICA documentation and liaising with clients for signatures if required
  • Promoting all other services provided by the IGrow Group
  • Arrange and facilitate show house viewings when required
  • Complete the IGrow Academy and become a certified Investment Strategist
  • Achieve monthly sales targets and KPIs

Your mission at IGrow is to help investors create, protect and grow their wealth so that they can retire early, with passive income, and enable them to leave a legacy to their family and their loved ones.

Financial Advisor position available in Western Cape, Cape Town. This job position was posted by IGrow Wealth Investments. The job has been posted as a premium ad on 2024-11-16 at 13:31:54 in the Finance Accounting category

Click Go Apply to apply online!


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