- Umhlanga
- Salary: R15 000.00 - R20 000.00 Per Month
- Job Type: Permanent
- Sectors: Accounting Investment Finance
- Benefits: To be discussed
- Reference: UB02
Vacancy Details
Employer: Afro Miaki Group PTY(LTD)
- Responsible for identifying new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
Required Skills
- Financial Planning
- Tax Law
- Finance Skills
- Investment Policy
Candidate Requirements
Qualifications
- Bcom degree, Financial Planning, Investments, Wealth Management
- Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred
Experience
- Minimum of 3 -5 years experience (preferably in sales)
- Valid driver’s license and own vehicle (Non-negotiable)
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