Overview
Financial Advisor WC – Boland/Cape Winelands Jobs in Stellenbosch, South Africa at Neptune
Position: Financial Advisor WC North – Boland/Cape Winelands
Purpose of the Job:
The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.
Scope of the Job:
This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS’ niche market. It is a role of own lead generation.
We have a competitive risk commission structure with a commission split on a range of 55% to 110%.
Title: Financial Advisor WC – Boland/Cape Winelands
Company: Neptune
Location: Stellenbosch, South Africa
Category: Finance & Banking
