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Financial Advisor in Soweto

We are in insurance company

  • Follow the six-step financial planning process, which includes but is not limited to - Contacting clients to set up meetings either in Matla Life offices or within clients’ home / business premises.
  • Conduct in-depth interview (data gathering) to ensure a thorough understanding of the clients
  • Current financial situation
  • Attitude towards money management and the clients’ unique risk appetite
  • Existing provisions relating to long-term insurance and investments
  • Future financial objective
  • Tertiary qualification or RE5 is an advantage&nbsp

Work Hours

  • Monday - Friday: 8:00am to 5:00pm

Basic + Comm

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