Investment Broker

Job Advert Summary:PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

Select how often (in days) to receive an alert: Broker Services Consultant Business Unit: Discovery Employee Benefits Function: Brokers (FAIS Accredited) Date: 24 May 2024 Achieve more than YOU BELIEVE Broker Services Consultant About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and...

3Sixty Health has a great opportunity for a suitably qualified individual to fulfil the advertised position and join their team.3Sixty Health is a black owned and managed, reputable and a major player in driving South African economy3SIXTY by investingHEALTH in ''black excellence''3Sixty Health is 100% black owned and black managed administrator. It is...

Broker Specialist:RIFF Distribution Services - Gauteng RegionRIFF Distribution ServicesPretoria, GautengWho are we?RIFF offers a range of investment solutions, through distribution and support to independent Financial Services Providers ("FSP's") and Independent Financial Advisors ("IFA's"). Our core value proposition includes robust long-term strategies...

Salary: R Commission (to be discussed in interview) Do you have a passion for the financial markets and a talent for building lasting client relationships? If so, our client wants YOU to be a part of their elite team.This esteemed accounting firm in Pretoria is seeking three talented individuals to join their team as Brokers. This is an exciting opportunity...

Minimum Qualification Required Grade 12/Standard 10/NQF RE 5 Minimum Experience Exposure to the broker or dealer servicing environment Minimum of 2 years of broker/dealer sales or administration and client services. Deliverables include, but will not be limited to Assist with amendments to client's policies Provide brokers with constant feedback on queries...

Who are we?Up for a new challenge, feel you can make a difference? The Direct Broker Distribution channel is looking for an assertive and enthusiastic individual who would like to become a Broker Sales Consultant, based in Gauteng/Kosmosdal. This position requires call centre experience and working with direct brokers. Their business goal is to deliver great...

Introduction:Senzokuhle Enterprise Development Initiative in association with Franchise Association of South Africa has joined forces in order to establish the Market Pond Alliance.The Alliance is aimed to facilitate the access to Discovery Products for Franchise embers of FASA for their Franchises nd Franchise mployees.Description:Market Pond Alliance is...

Minimum RequirementsBachelors degree in finance, Economics, Business, or related field OR 3+ years experience in brokerage or financial advisory roles with at least an NQF 5 qualification.Strong understanding of short-term insurance, medical aid, life insurance, or investments.Excellent communication and interpersonal skills, with the ability to build...

Handling client files and assist with portfoliosKnowledge of longterm life/ medical aid/ investment products and proceduresTo start immediately

Job Advert Summary:To manage Broker sales for the PPS. He/ she is responsible for managing Broker Consultants & Investment Specialists, training Brokers and achieving sales targets for the unit.The focus of this job is making connections with people, motivating and inspiring them to achieve results. Poise and an engaging, empathetic communication style based...

Financial Adviser and Broker Recruiter: RA SC Succession Financial Planning (Lynnwood) Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Financial Adviser and Broker Recruiter: RA SC Succession Financial Planning (Lynnwood)Date: 21 May 2024 Who are we? Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Financial Adviser and Broker Recruiter: RA SC Succession Financial Planning (Lynnwood)Date: 21 May 2024 Who are we? Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through...

Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our vision:We aspire...

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Matric is essentialMust be fluent in English and Afrikaans - read, write and speakQualification / Certificate in investments / financial planning / business management would be an advantage2-3 years experience in a client services environment3 years experience in the financial services industry preferredComputer literacy: Microsoft Office, Spotlight would be...

Exception reports Analyse and investigate suspicious transactions on policies on a daily basis from exception reports printed daily. Investigate Cases that are identified with duplicate cell numbers used on different policies on exception reports printed daily, escalate to District Managers, Broker Consultants and Area Managers for feedback. Follow up on...