Wealth Advisors (Insurance)
Posted on 2025-03-29
| Employer | AtripleA recruitment & temps |
|---|---|
| Salary | 0 |
| Category | Insurance And Investments |
| Location | Gauteng / Gauteng |
Job Summary
On-Site Resource:
• Prospecting and closing of new business.
• Maintaining of existing business
• To have a holistic approach to financial advice
• Establishing and defining a professional relationship with clientele
• Gathering of financial data and the setting of financial objectives
• Analyzing and evaluating of financial information
• Developing and presenting financial planning recommendations and/or alternatives to
clientele
• The implementation of financial planning recommendations.
• The monitoring of the financial planning recommendations
Requirements
• Matric
• Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
• Successfully completed the Class of Business exam.
• Successfully completed the RE5 exam.
• Currently registered with the Financial Sector Conduct Authority as a full representative
rendering Financial Advice and intermediary services.
• Must be computer literate on a basic intermediary to intermediary level on a Microsoft
software.
• Must have high initiative and entrepreneurial skills and must be able to work
independently
• Own transport, laptop and cellphone are mandatory
• Fluent in English and Afrikaans
To apply, use the link: www.********.co.za
ATripleA Recruitment and Temps
AtripleA recruitment & temps
Wealth Advisors (Insurance) position available in Gauteng, Gauteng. This job position was posted by AtripleA recruitment & temps. The job has been posted as a free ad on 2025-03-29 at 16:11:37 in the Insurance And Investments category
Click Go Apply to apply online!
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Apply directly for this position. Please read all instructions carefully.
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Wealth Advisors (Insurance)
Gauteng: Wealth Advisors (Insurance) posted by AtripleA recruitment & temps
Wealth Advisors (Insurance)
Posted on 2025-03-29
| Employer | AtripleA recruitment & temps |
|---|---|
| Salary | 0 |
| Category | Insurance And Investments |
| Location | Gauteng / Gauteng |
Job Summary
Duties and Responsibilities
On-Site Resource:
• Prospecting and closing of new business.
• Maintaining of existing business
• To have a holistic approach to financial advice
• Establishing and defining a professional relationship with clientele
• Gathering of financial data and the setting of financial objectives
• Analyzing and evaluating of financial information
• Developing and presenting financial planning recommendations and/or alternatives to clientele
• The implementation of financial planning recommendations.
• The monitoring of the financial planning recommendations
Requirements
• Matric
• Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
• Successfully completed the Class of Business exam.
• Successfully completed the RE5 exam.
• Currently registered with the Financial Sector Conduct Authority as a full representative rendering Financial Advice and intermediary services.
• Must be computer literate on a basic intermediary to intermediary level on a Microsoft software.
• Must have high initiative and entrepreneurial skills and must be able to work independently
• Own transport, laptop and cellphone are mandatory
• Fluent in English and Afrikaans
To apply, use the link: www.********.co.za
ATripleA Recruitment and Temps
AtripleA recruitment & temps
Wealth Advisors (Insurance) position available in Gauteng, Gauteng. This job position was posted by AtripleA recruitment & temps. The job has been posted as a free ad on 2025-03-29 at 16:11:35 in the Insurance And Investments category
Click Go Apply to apply online!
You might also like these jobs in the same area.
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Gauteng: Wealth Advisors (Insurance) posted by AtripleA recruitment & temps
Our client in the Insurance Industry is looking to hire a Wealth Advisors.Duties and ResponsibilitiesOn-Site Resource: • Prospecting and closing of new business.• Maintaining of existing business• To have a holistic approach to financial adv
View Job
Wealth Advisors (Insurance)
Gauteng: Wealth Advisors (Insurance) posted by AtripleA recruitment & temps
Duties and ResponsibilitiesOn-Site Resource: • Prospecting and closing of new business.• Maintaining of existing business• To have a holistic approach to financial advice• Establishing and defining a professional relationship with clien
View Job
Wealth Advisors (Insurance)