Financial Planner Bellville Cape Town, Other, Northern Suburbs. Work from home -TOP COMMISSION earning potential. One of our insurance clients is looking for Financial planners to market a wide range of products. The financial planner will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits) to clients. High End Commission Only Work from home.

Min requirements: Certificate in Wealth Management or related NQF 5 qualification – MUST HAVE Regulatory Examination 5 – Representatives – MUST HAVE Proof of past performance in form of commission statements of the last 12 months.

Responsibilities: Optimize business profitability by identifying income opportunities and meeting agreed income targets. Facilitate requirements between clients and product/service providers. Track and report progress of agreed implementation to clients. Issue confirmation of implementation to clients. Conduct annual reviews with clients. Scan client base and target market for financial planning opportunities. Generate leads by identifying appropriate clients/prospects.

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Contact FROGG Recruitment SA: 0215565598