Edifying Life

Edifying Life, a Momentum franchise in Pretoria, is looking for dynamic and exceptionally driven individuals to be appointed, trained and supported as professional Financial Planners. We offer a rich, commission-based remuneration package.

Preference will be given to candidates with:

o Excellent communication skills, both oral and written.
o The ability to quickly relate to and engage with potential clients.
o Own cell phone, data and minutes.
o Driver’s license and own transport.
o Laptop with Windows and Office software.
o Minimum qualification of matric. A financial or legal degree is preferable.
o No criminal record.

Key Responsibilities:
o Ethical responsibility, which is aligned with industry expectations and our culture and vision.
o Pro-actively prospect, contact, set up appointments and consult with prospective clients.
o Analyse and interpret client’s financial information and make meaningful and sound recommendations in areas such as budgeting, insurance and investment planning.
o Effectively communicate our services and value proposition to prospective clients.
o Build lasting relationships with clients and guide them to achieve wholistic financial wellness.
o Work independently, and from time to time collaboratively in a team environment.
o Demonstrate a commitment to stay abreast of new regulations, product or service solutions, technological innovations, and trends.

Only Enthusiastic Self-Starters Need Apply!

If you are interested, please send your CV or a short email to [email protected].

Take CONTROL in 2020!

Tip #3: Learn how to use tax to your advantage.

Did you know you can claim up to 45% tax back on your retirement annuity?

The end of the financial year is around the corner, and many South Africans face uncertainty when it comes to claiming tax back. Whether you have a medical aid, pension fund or provident fund, and even if you don’t – you might be able to claim tax back. If you’re not sure and would like some advice, please get in touch with us. Send us a message or email us at: [email protected]