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Financial Planners needed to work remotely anywhere in South Africa

City of Johannesburg, Gauteng 6 October

Frogg Recruitment SA

  • Description

  • Financial Planners needed to work remotely anywhere in South Africa

    One of our insurance clients is looking for Financial planners from any area in South Africa as this will be a remote position enabling you to work from anywhere in South Africa. ALL Applications are welcome. You will 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 remotely from home anywhere in South Africa

    Min requirements
    • Certificate in Wealth Management or related NQF 5 qualification must have
    • Regulatory Examination 5 – Representatives must have
    • 2+ years’ experience as Financial Advisor must have

    • 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

    Please apply online
    FROGG Recruitment SA

  • Number of vacancies: 9
  • Requirements

  • Minumun level of education: Diploma /Bachelor's/ N6
  • Years of experience: 2
  • Driver's license: B
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Financial Planners needed to work remotely anywhere in South Africa

  • Recruiter

    Frogg Recruitment SA

  • Province

    City of Johannesburg, Gauteng

  • Work type

    Home Based

  • Type of contract

    Permanent contract

  • Salary


  • Apply now

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