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Team leader / Insurance broker / financial adviser/great sales people
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General Details
Location:
Company Name:surex
Description
Job description
About Us: Wealth X is a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry.
Position Overview: SureX is currently seeking candidates for Financial Advisor positions. This role offers full training and support, making it an excellent opportunity for individuals looking to start a career in finance. Please send your cv to debbymccoll@surex.insure
- We are underwritten by Gaurdrisk - biggest underwriter in South Africa 3rd biggest in the world - https://guardrisk.co.za/
- We are partly owned by Capital Legacy - biggest fiduciary company in South Africa (wills and testaments) - https://www.capitallegacy.co.za/
- We provide all training and there will be ongoing training if needed
Key Responsibilities:
Provide comprehensive financial advisory services to clients, helping them achieve their wealth management goals.
Conduct in-depth financial analyses to assess clients' needs and develop tailored financial plans.
Educate clients on various insurance products, and retirement planning strategies.
Build and maintain strong client relationships through proactive communication and personalized service.
Stay updated on industry trends, market developments, and regulatory changes to provide informed recommendations to clients.
Requirements:
Own vehicle
Own laptop/tablet
Matric certificate
No criminal record
No previous experience in finance required.
Strong communication and interpersonal skills.
Motivated self-starter with a passion for helping others achieve financial success.
Must be located in South Africa and legally eligible to work.
Additional Information:
This is not a call center or telemarketing position; it is a full field agent role.
Full training will be provided to successful candidates.
Company website: www.surex.insure
We have no hidden fees: No seating or coffe fees / No commission activation or minimum target that you have to hit before you gain access to commission
We provide all training and there will be ongoing training if needed
We will give you access to experienced advisors that will help you when needed
We will teach you to sell in the government market - that enables you to see 400 - 800 people per month which provides a steady stream of clients so you do not have to rely on cold calling
Our company structure is different than other Insurance companies - we are not top heavy - meaning we do not have directors and a CEO that draws salaries - all are out in the field working for commission and we do not own expensive buildings - that allows us to save money for our client AND pay more commission for our planners
Our company website: www.surex.insure
Id Subtitle 1279954206
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Debby McColl
Selling for 8+ years
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