Johannesburg: Life Insurance Broker posted by GJM Ultra Brokers

Bedfordview, Gauteng – Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success! Salary: Basic R 20 000 – R 40 000 plus commission Requirements: • Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom) • RE5 Non-Negotiable • Relevant Class of Business’s in place • Fit and Proper • Minimum 3 Years in Financial Planning Role • Excellent command of Microsoft Excel or related software • Experience in working with Professionals and High Net worth clients. • Previous Book not a requirement • Driver’s License and Own Vehicle non-negotiable Responsibilities: • Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings. • Prospect and obtain new clients in the market to add to its already extensive book • Provide financial products and services in a professional manner, building rapport and confidence with the clients. • Work with various FSP’s and internal departments and communicate effectively and efficiently in resolving concerns or queries. • Maintain ongoing communication with clients • Develop comprehensive financial plans tailored to individual client • Provide advice on investment strategies, retirement planning, estate planning, and tax optimization • Stay informed about market trends and economic developments • Assess clients’ risk tolerance and recommend appropriate risk management strategies • Provide advice on Investment and Risk Products. • Identify opportunities for cross-selling and upselling financial services • Network with professionals, attend industry events, and participate in marketing initiatives • Ensure compliance with industry regulations and ethical standards. • Maintain accurate records and documentation. • Stay updated on changes in financial laws and regulations. • Prepare regular reports for management and clients.