Daberistic Financial Services is looking for a female Trainee Financial Planner, who will be trained on financial planning, life insurance, investments, medical aid and short-term insurance, but with a special focus on medical aids and short-term insurance.
The applicant should have:
- a medical / business / legal degree from a university;
- strong command of the Chinese (Mandarin) and English language (Spoken, written and typing);
- South African ID;
- A valid driver’s licence and own transport;
- The following personal qualities: self-starter, outgoing, team player, organised, attention to detail, follow instructions.
The duties of the successful candidate will initially be:
- Organise the diaries of Financial Planners;
- Answer incoming calls and client queries;
- Check and process application forms;
- Follow up with insurance companies on new applications;
- Contact prospective clients;
- Translate English documents into Chinese;
- Maintain a Personal Finance blog;
- Maintain and develop the company’s marketing strategy;
- Attend training sessions.
Prior financial services industry experience would be advantageous, but not necessary.
Remuneration will be commensurate with the qualification and experience of the successful candidate.
Interested individuals should submit their CV with a covering letter to Kevin Yeh (kyeh@daberistic.com, tel 011 326 1016). |
