Financial Planning Specialist

1 dia atrás

Natal, Rio Grande do Norte, Brasil beBeeFinancial Tempo inteiro R$35.000 - R$55.000

Build a Rewarding Career as a Financial Planner

 

About the Role:

We are seeking a highly skilled and ambitious individual to join our team of financial planners. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals and aspirations.

 

Key Responsibilities:

  • Develop and implement holistic financial plans for clients, taking into account their unique needs, goals, and risk tolerance.
  • Provide expert advice on investment options, including local and offshore investments.
  • Built strong relationships with clients, understanding their requirements and delivering tailored solutions.

 

Requirements:

  • NQF level 7 qualification or equivalent (Advanced Diploma or Degree).
  • 120 credits or a qualification aligned with FAIS and FSCA requirements.
  • RE 5: Representatives certification.

 

Experience:

  • 3-5 years' experience in a sales environment, preferably in intermediary services for banking and insurance categories.
  • Proven understanding of long-term insurance products.
  • Knowledge of our products, processes, and systems.

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