Financial Advisor needed at IGrow Wealth Investments

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Job title : Financial Advisor

Job Location : Western Cape, Cape Town

Deadline : January 18, 2025

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  • If you are driven by success and SOLD is your favorite four letter word, look no further.
  • You will BENEFIT from:
  • Our state-of-the-art internal systems for marketing
  • Innovative tools and technology
  •  Continued support from team members
  • Support from Booking Agents with scheduling of consultations
  • Working on world class property developments
  • Working along with inhouse IGrow experts
  •  Basic monthly salary
  • Commission payable monthly
  • An earning potential of between R 1 mil – R 2 mil p/a
  • No cold calling
  • Access to a 300 000 strong database of potential investors
  • No sourcing of stock – exclusive developments are available to present to investors
  • Hybrid work model. Working from home and the office from time-time
  • Virtual consultations is our primary driver of business
  • Inhouse training

To qualify for this position, you need:

  • Relevant diploma/degree (financial qualification advantageous – RE5 certification)
  • Minimum 2 years of property sales experience or in a financial advisory role
  • Track record of excellence in achieving sales targets and other KPI’s
  • Fluent in English
  • Reliable transport during working hours
  • Home-office setup with a stable internet connection
  • Excellent communication and interpersonal skills
  • Computer literate (Excel, Word, G Suite, Zoom)
  • Telephone etiquette
  • Knowledge on trust and company structures (advantageous)
  • Knowledge on property financing (advantageous)
  • Knowledge on property registration process knowledge (advantageous)
  • General tax knowledge (advantageous)
  • Strong administrative skills

Duties and responsibilities include, but not limited to:

  • Scheduling and confirming consultations with clients
  • Work directly with booking agents as well as our team of inhouse IGrow experts including chartered accountants, tax specialists, trust attorneys, rental managers, homeloan specialists etc.
  • Consult with primary buyers and investors to help them grow their property portfolio
  • Sell investment property to first time and seasoned investors
  • Provide excellent customer service to clients
  • Maintaining close client relationships
  • Log all activities pertaining to dealings with clients on CRM system
  • Updating sales spreadsheets and other admin-related duties
  • Preparing contracts, mandates FICA documentation and liaising with clients for signatures if required
  •  Promoting all other services provided by the IGrow Group
  • Arrange and facilitate show house viewings when required
  • Complete the IGrow Academy and become a certified Investment Strategist
  • Achieve monthly sales targets and KPI’s

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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