Website IWCP : Insurance & Wealth Creation Professionals
Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years' of industry management experience dedicated to your personal success, structured development paths and mentorship programs; there is no better platform available in the market for new entrants… read more. If building your own professional and profitable business practice appeals to you, then this opportunity will be ideal. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. We create uniquely tailored Financial Plans to help our clients in areas that cover investments, insurance and retirement planning; thus creating wealth and financial peace-of-mind. This opportunity offers an exciting career within the Financial Services Industry, full training, accreditation and licensing by the Financial Services Board. Be part of the change! Join the new generations of Financial Advisors at Insurance & Wealth Creation Professionals. Minimum Requirements: • Grade 12 (Matric); Tertiary qualification will be advantageous. • Clear credit record, with no criminal record. Further to meeting all the minimum requirements, the following criteria would be essential: • Entrepreneurial mindset. • Exceptional Interpersonal skills. • An established client network. • Tenacity. • Effective planning, organising and time management skills. Even if you do not have industry experience, our comprehensive training programme and on-going mentoring will provide you with the knowledge and skills to be successful. Join the next generations of Financial Advisors at Insurance and Wealth Creation Professionals. Send your CV to [email protected]
Role Description
This is a full-time hybrid role located in Johannesburg, allowing for some work-from-home flexibility. As an Experienced Financial Advisor at IWCP, you will be responsible for developing and implementing comprehensive financial plans for clients. Day-to-day tasks include advising clients on investments, insurance, and retirement planning, maintaining and expanding an established client network, and continuously updating knowledge on financial market trends. You will also manage client portfolios and ensure compliance with all regulatory requirements.
Qualifications
Skills in Financial Planning, Financial Advisory, and Retirement Planning
Knowledge of Finance and Investments
Exceptional interpersonal and communication skills
Effective planning, organizing, and time management abilities
Entrepreneurial mindset with a proactive approach
Established client network is advantageous
Clear credit record and no criminal record
Grade 12 (Matric); a tertiary qualification will be advantageous
At least 4 years experience in Financial Advisory
Own car
Own laptop
Apply via company website ( N / A ) or
www.linkedin.com