Financial Advisor

**Business Unit**:Sales & Distribution**Function**:Administration and Office Support**Date**:15-Feb-2023**Discovery** **Sales & Distribution** **Financial Adviser** **DFC REEF** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who...

Financial AdvisorDo you have a passion for providing financial solutions and advice to clients? Are you an expert at identifying long-term risks and gaps in insurance and financial planning? If so, we have the perfect opportunity for youWe are seeking an experienced Financial Advisor to join our team. In this role, you will use a limited architecture...

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

One of our clients is looking for an experienced Financial Advisor / Life Broker to join their dynamic team. **That is what makes them different.** "They challenge the status quo, they push the boundaries of what is possible, by building amazing insurance products that can change people's lives, save you money and make the world a better place." **Duties...

Business Unit:Sales & DistributionFunction:Administration and Office SupportDate:15-Feb-2023DiscoverySales & DistributionFinancial AdviserDFC REEFAbout Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans and products - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to...

Who we areTraditional life insurance is complicated, time-consuming, still uses pen and paper, has 30 page onboarding forms and takes weeks to issue cover. But OneSpark is different.We're using advanced technology and powerful AI to bring life insurance and financial advice into the 21st century to make life insurance instant, smart, affordable and honest....

One of our clients is looking for an experienced Financial Advisor / Life Broker to join their dynamic team.That is what makes them different."They challenge the status quo, they push the boundaries of what is possible, by building amazing insurance products that can change people's lives, save you money and make the world a better place."Duties &...

**Who we are** Traditional life insurance is complicated, time-consuming, still uses pen and paper, has 30 page onboarding forms and takes weeks to issue cover. But OneSpark is different. We’re using advanced technology and powerful AI to bring life insurance and financial advice into the 21st century to make life insurance instant, smart, affordable and...

Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals? If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will be dedicated to your personal success no better platform is...

Business Unit:Sales & DistributionFunction:Financial Advisors (Certified Financial Planner)Date:8 Nov 2023- Discovery Employee Servicing Adviser- Financial AdvisorAbout Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng. **Responsibilities and Duties** - Conduct comprehensive financial analysis to support the financial planning process - Review and analyse client information, investment portfolios and financial goals - Prepare detailed and...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on...

**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:31 May 2024**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align...

Financial Advisor/Life BrokerOur client is a dynamic and rapidly growing financial services company looking for a motivated and experienced individual to join their team. As a Financial Advisor/Life Broker, you will have the opportunity to work with clients and help them achieve their financial goals through personalized financial planning and advice.Duties...

We are recruiting skilled Financial Advisors. FSCA recognized qualification completed RE5 completed Longterm Insurance Class of Business Training completed Supervision completed Previous individual longterm life insurance experience in advice products Experience at a previous insurerRequirements: Own transport Own cell phone and airtime Own laptop...

Business Unit:Sales & DistributionFunction:Financial Advisors (Certified Financial Planner)Date:31 May 2024About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of...