Detail Information
Job Summary
Position for Lawyers & Accountants As Financial Planners
Job Description
Lawyers & Accountants as Financial Planners
Capetown
Join an elite group of Lawyers, Accountants and other professionals who have chosen a lucrative career path specialising in Financial Planning.
Please take time to read the following article: ***url*** />
Law | Legal | Accounting | Financial Planning
Job description.
• Sourcing and meeting potential clients.
• Establishing their financial needs and goals.
• Developing professional Financial Needs Analysis.
• Recommending suitable insurance and investment solutions.
• Ongoing reviews and servicing of your clients.
Minimum requirements for this position:
• Own Vehicle
• Cell Phone and Laptop
• Matric /Gr 12
• B. Com, LLB or Financial Industry related qualifications (preferable)
• RE 5 qualification (preferable)
• Networking skills are a must
• Professional appearance
• No Criminal record and clean ITC listing
Benefits:
• Training provided
• Professional infrastructure nationwide.
• Leads available (candidate must also be able to generate own leads)
• Flexible hours
• Corporate benefits
• Production rewards and bonuses.
• Uncapped earning potential.
• Career growth opportunities.
Successful candidates will be contacted for interviews.
Send CV: : ***email***
Capetown
Join an elite group of Lawyers, Accountants and other professionals who have chosen a lucrative career path specialising in Financial Planning.
Please take time to read the following article: ***url*** />
Law | Legal | Accounting | Financial Planning
Job description.
• Sourcing and meeting potential clients.
• Establishing their financial needs and goals.
• Developing professional Financial Needs Analysis.
• Recommending suitable insurance and investment solutions.
• Ongoing reviews and servicing of your clients.
Minimum requirements for this position:
• Own Vehicle
• Cell Phone and Laptop
• Matric /Gr 12
• B. Com, LLB or Financial Industry related qualifications (preferable)
• RE 5 qualification (preferable)
• Networking skills are a must
• Professional appearance
• No Criminal record and clean ITC listing
Benefits:
• Training provided
• Professional infrastructure nationwide.
• Leads available (candidate must also be able to generate own leads)
• Flexible hours
• Corporate benefits
• Production rewards and bonuses.
• Uncapped earning potential.
• Career growth opportunities.
Successful candidates will be contacted for interviews.
Send CV: : ***email***
Key Skills / Requirements
Please refer to description