Experienced Financial Advisor

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General Details
Advertised By:Private
Company Name:Cross Wealth Financial Services
Job Type:Full-Time
Description

Description:

Exciting career opportunities for astute and energetic self-starters who are

passionate about helping people achieve their financial goals.

Do you want to become part of an exciting business initiative?

Do you want to be a professional helping clients to manage their financial

affairs more efficiently and assisting them to reach their financial goals?

Come and join a dynamic team at Cross Wealth Financial Services an Agency Franchise Division of Old Mutual.


Requirements:

 25yrs or older

 A Senior certificate plus RE5

 Excellent interpersonal skills, flexible

 innovative thinking, Energetic and proactive work style

 Own transport

 valid drivers licence

 Clear criminal record

Job responsibilities

 Providing holistic financial advice

 Help customers manage their financial goals

 Build long-term relationships with customers

 Making appointments

 Initial Interview

 Information gathering & financial needs analysis

 Financial action plan & closing


Send full CV along with qualifications to aspringveldt@oldmutualafd.co.za




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Anthea SpringveldtMember since 2013
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