New Positions Available for Financial Advisors
Reid Raetzer Robsons is one of the largest independent insurance brokerages in South Africa and we have a proud legacy of diligently serving our clients since 1969. We are seeking dynamic financial advisors to join our growing team committed to excellence and impeccable customer service.
About Us
Built on a strong heritage of nurturing sustainable relationships, we have been guiding our clients on their journey to financial freedom for over 50 years.
Since the day we opened our doors, our vision has been to be a guiding light to our clients and their financial wellness. We have purposefully employed those who share in our vision because we are passionate about our client’s financial well-being
We are a collective of Ethical individuals, who in Humility and Empathy provide people with quality Customer Service, delivered in Trust. We build mutually beneficial, lasting relationships with our clients by being passionate, consistent, dependable and professional.
We would like to partner with likeminded individuals who share in our vision to further our cause of guiding clients to their financial freedom.
Duties and Responsibilities for Financial Advisors:
– Meet with our valued clients face to face or via video conferencing to understand their objectives;
– Prepare and present tailor-made proposals to existing and potential clients;
– Explain complex information relating to financial planning in a clear and simple way, eliminating financial jargon, to provide sound advice that best fits the needs and objectives of the individual client;
– Manage, maintain and build a new and existing client relationships;
– Adhere to compliance, operational procedures and management standards of Reid Raetzer Robsons;
– Stay abreast with product information, performance and industry changes as we are committed to being on the cutting edge within our industry;
Experience and Qualifications
Competencies
– A passion for the financial planning environment
– Team orientated
– Enjoys working in a professional, corporate environment
– Self-motivated and highly driven
– Resilience and tenacity
– Self-discipline to work unsupervised
– Strong presentation skills
– Strong relationship management and networking skills
– Highly ethical.
Qualifications
– NQF 5 Higher Certificate in Wealth Management
– RE 5 completed
– CFP Preferable.
Experience
– 2 years’ experience in the financial services industry, especially in a sales role within risk and investment spaces.
– Experience using a CRM system is preferable;
– Experience using financial planning software preferable.
Knowledge
– Elements of financial planning;
– Proficient in MS Office suite especially Excel;
To apply for this position, click here