Job Title: Wealth Advisors (Insurance)
Company:AtripleA Recruitment & Temps
Job description: 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: http://aaaa.co.za/submit-your-cv/
ATripleA Recruitment and Temps
www.aaaa.co.za
#atriplea #recruitment #vacancy # wealth# advisorAtripleA recruitment & tempsRecruiter
Expected salary: R70000 – 80000 per year
Location: Gauteng
Job date: Tue, 08 Oct 2024 23:24:06 GMT
Tips on What To Include In CV
Creating a professional CV is crucial for making a positive impression on potential employers. Start by keeping it clear and concise—aim for one to two pages. Use a clean, easy-to-read font like Arial or Calibri, and organize information with headings for sections such as Contact Information, Personal Statement, Work Experience, Education, Skills, and Certifications. Tailor your CV to each job by highlighting relevant experience and skills that align with the role’s requirements. Use bullet points to describe your achievements with specific metrics where possible, as numbers provide concrete evidence of your contributions. Finally, proofread carefully to avoid any spelling or grammar errors, as these can detract from a polished presentation.
