Financial Advisors/Planner

Updated: March 04, 2024 03:26 AM GMT

Full-time Job in Mthatha, Eastern Cape

Ubuzwe Talent Solutions

Mthatha, South Africa

About

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management. Advisers must have life insurance industry experience and they will have the potential to receive 100% commission. Why partner with Franchise Distribution:
• A FINANCIAL NEEDS ANALYSIS tool – Agency Franchise Division provides an industry leading, differentiated version of XPLAN including the Goal Development Module.
• REGULATION ready today – by offering flexible solutions.
• RECOGNITION – annual conventions (offshore and onshore) and regional recognition events.
• NEGOTIABLE COMMISSION earning structure – you can earn without being limited by fixed corporate income structures.
• COMPLIANCE – you operate... More Detail