Financial Advisor

Job Specification - Testamentary Agent

 Innovative is a leading financial service provider in South Africa that serves individuals,

businesses and institutional clients.

 We need people who are goal orientated and have a strong desire to make a success of their

lives.

 We strive to create an environment where motivated people with a positive mindset and

attitude can really make a difference in their own lives and others.

 We are looking for individuals who are hard- working, ambitious and career driven with

effective marking skills: Sales and customer orientated to become Financial Advisors / Sales

consultants for Innovative.

 To prospect for new clients and market products.

 To give objective and professional financial advice to clients needs pertaining to investing

and Long-term Insurance (Risk)

 To conduct a professional Financial Needs Analysis and make needs-based

recommendations.

 To achieve sales targets.

 To build relationships with clients.

 Full training will be provided.

 Leads will also be provided

 Lucrative commission structure.

 Petrol Card top up monthly R5,200

Requirements

 South African (with SA ID)

 Matric Certificate

 Clear credit and criminal record

 1-2 years sales experience.

 Own Car and drivers license

If interested in the above role, please email your C.V to karuna@capitallegacy.co.za

Job Type: Full-time

Work Location: In person

Information :

• Company : Innovative
• Position : Financial Advisor
• Location : Cape Town, Western Cape
• Country : ZA