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]
Job Summary
As a Junior Financial Advisor, you will provide expert financial guidance to our clients, helping them navigate complex financial markets and achieve their long-term goals. You will be responsible for:
Developing and implementing comprehensive financial plans for clients
Conducting financial analyses and providing recommendations on investments, retirement planning, estate planning, and tax strategies
Building and maintaining strong relationships with clients and referral sources
Collaborating with our team of financial experts to deliver exceptional client service
Staying up-to-date on industry trends, regulatory changes, and best practices
Requirements:
No years of experience in financial planning and wealth management
At least 1 year experience in corporate non-negotiable
Professional degree in Financial Planning, Finance, Accounting, Law, or Marketing
Proven track record of success in building and maintaining client relationships
Strong analytical, communication, and problem-solving skills
Ability to work in a fast-paced environment and prioritize multiple tasks
Own network a must
Reliable Car and Laptop
Clean Criminal Record and Clear Credit History
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