Wealth Planner (Sales & Advice)

We are looking for enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, support and mentorship.

This is the perfect role for Goal orientated,Target driven Individuals with sales experience, who would like to establish a professional career in a corporate environment.

Key Activities:

• Networking and prospecting to establish and maintain long-term client relationships (generate new business via various methods of prospecting and referrals)
• Attend meetings with clients, both in-person and virtual
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Assist with queries and complaints
• Do regular client reviews
• Remain accredited and up to date with relevant market and industry related subjects