Digital Portfolio Planner

• FAIS and advice accredited (preferably RE5 and COB3)
• Degree in Financial Planning, Business, Finance, or Economics (required)
• Aspirations towards becoming a Certified Financial Planner (CFP)
• 13 years' sales experience in the insurance industry
• Must be qualified to provide advice under supervision or independently

Duties and Responsibilities:

• Engage telephonically and digitally with prospective clients to manage their financial wellness
• Participate in campaigns to up-sell to the existing client base
• Conduct client financial needs analysis to create a customised financial plan to achieve clients' financial goals
• Engage with clients to highlight the features and benefits of risk products based on their needs
• Analyse clients financial statuses (e.g., income, expenses, and liabilities) according to their life aspirations
• Examine and suggest financial opportunities ...

Ready to Apply?

Submit your application today and join our talented team at Boardroom Appointments.