Distinctive Wealth is looking for a Financial Adviser to join our growing advisory practice.
The successful candidate will be responsible for generating new business and developing their own client base, while providing ongoing professional service and advice to existing clients.
The role will primarily focus on Life Insurance, Risk Planning & Investment advise, with access to solutions from Liberty and Discovery Life.
Key Responsibilities
- Generate new business through prospecting, referrals, networking, lead generation and personal business development.
- Identify prospective clients and arrange initial consultations.
- Conduct client needs analyses and identify appropriate financial and risk-planning requirements.
- Prepare and present suitable financial solutions to prospective clients.
- Advise clients on Liberty and Discovery Life products and solutions.
- Obtain and submit new business applications and follow the process through to completion.
- Build and maintain a long-term personal client base.
- Develop strong relationships with existing clients.
- Conduct regular client reviews and identify changes in clients' financial and insurance needs.
- Provide ongoing service and assistance to clients after implementation.
- Identify additional opportunities within the existing client base.
- Maintain accurate client records and ensure all advice and client interactions comply with applicable regulatory requirements.
- Meet agreed business-development and production targets.
Pay: R5 000,00 - R25 000,00 per month
Work Location: Remote
