Duties: Follow all the steps of financial planning in the sales processGenerate leads, set up appointments and meet the clientPrepare and present recommendations and/or solutionsImplement, review and monitor solutionsObtain all necessary documentsMeet ongoing education and professional developmentBuild and maintain client baseQualification & Experience needed Senior Certificate (NQF4)Minimum of 2 years experience in the financial industryRE5Applicable Class of Business modules/CPD points for the cycleClear Criminal and Credit RecordOwn Vehicle, Laptop and Wi-Fi