Financial Planning and Wealth Expert (Tide Agent) at Telesure Investment Holdings (TIH)

About The Role - Financial Planning And Wealth Expert

Our clients need your financial know-how and passion. Through providing face-to-face and or virtual advice, you will partner with them to achieve lifetime financial wellness. You will have the opportunity to work with diverse population groups in various regions in Gauteng and address a full spectrum of financial needs, including life insurance, disability insurance, funeral and dread disease cover, investment and retirement planning.

Specification

• Prospect and open markets
• Promote the financial planning profession and the associated brands
• Build strong relationships with customers
• Analyze balance sheet and customer financial goals
• Make financial planning recommendations
• Implement financial planning recommendations
• Review and monitor client portfolios
• Ensure regulatory compliance
• Continued professional development

Remuneration and benefits

• 100% performance based
• Earn annuity income
• Tablet and internet connectivity inclusive
• Access to world class office space (when applicable)

Experience And Qualifications
Requirements

• Matric / Grade 12 or SAQA
• A Post Graduate Diploma in Financial Planning and a Certified Financial Planner Designation
• RE 5 (Compulsory)
• NQF 5 (120 Credits)
• At least 2 years + financial services sales experience or 2 years’ experience as a paraplanner
• Specialist knowledge of insurance, investment, risk or health management related products (Essential)
• A valid driver's license with own transport (Essential)
• You will be required to work remotely and attend meetings in Dainfern, Johannesburg as and when required
• No adverse listings in accordance with FSB fit and proper regulations

Disclaimers
SAQA Accredited Equivalent* - It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.