Financial Planner
Send a job offer directly to this candidate
I have been a financial advisor for over 5 years ,specialised in long term and short term insurance and doing financial needs analysis for customers , I am passionate about sales and Im a target driven individual, I am a forward thinker , innovative and hardworking individual and I understand the importance of putting clients first as they are the heart of the business.
I have worked as a financial advisor providing financial advice in the short term insurance industry , dealing with personal lines insurance , home contents and vehicle insurance , prior to this I was providing financial advice to clients in the long term insurance industry, providing life covers , dread disease and disability insurance.
I possess a Nqf 5 Wealth Management qualification with 136 credits and an Re 5 certificate.
