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FINANCIAL
ADVISOR POSITION AVAILABLE
Harvest Moon Financial Services, an
accredited Old Mutual Franchise, is currently looking to hire pro-active,
sales-minded, passionate and driven financial advisors who want to be
financially independent by reaching your full potential in your own time and
space. Are you seeking to work independently? Then Harvest Moon Financial
Services is the place to work for!
This job opportunity involves selling of Old Mutual Group
Schemes products in the Retail Mass Market to mainly Harvest Moon clients as
well as private clients in the Western Cape Region. We require financial
advisors with sales experience within the industry. The successful incumbent
will offer information to clients to help better understand the best cover to
suit their respective needs.
Skills:
Client RelationshipInterpersonal
CommunicationDetail OrientationComputer literacy
Requirements:
Reliable laptop or
Tablet and Cell PhoneValid
driver’s license and own reliable vehicle
Criteria:
Grade
12 CompulsoryA
clear criminal and credit checkStrong
interpersonal and communication skillsGood
networking skillsFAIS
Accreditation an advantage (RE5, NQF4/5, COB and completed CPD hours)3
years working experience (Preferably in Financial Services Industry)Remuneration
on Commission basis only
Essential
Duties and Responsibilities:
Contacting
clients and setting up meetingsConduct
reviews of clients’ financial circumstances and future goalsAnalyzing
information and discuss plans best suited to the individual’s needsAssisting
clients to make informed decisions on productsContinued
after sales assistance to the client and Provide exceptional customer servicesDoing product
presentations at clients’ worksitesKeeping
up to date with financial products and legislationAchieve sales targets set out by the Insurance
Key IndividualEnsure all associated financial services
administration is completed effectively to meet the group's compliance and
regulatory requirements
SEND
YOUR CV TO JOIN OUR TEAM:
jamie@harvestmoonfin.co.za George /
Knysna / Oudtshoorn areas & Western
Cape and surroundings
3d
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