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Experienced Financial Advisor
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.
25yrs or older
A Senior certificate plus RE5
Excellent interpersonal skills, flexible
innovative thinking, Energetic and proactive work style
valid drivers licence
Clear criminal record
Providing holistic financial advice
Help customers manage their financial goals
Build long-term relationships with customers
Information gathering & financial needs analysis
Financial action plan & closing
Send full CV along with qualifications to email@example.com