Financial Advisor Long Term Insurance/life

Conduct Financial Needs Analysis: Perform thorough financial assessments for clients, covering life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Evaluate and oversee client portfolios, offering personalized financial guidance to achieve short and long-term financial objectives.Sales Opportunities...

Our client is the holding company of some of South Africa's leading and innovative financial institutions. They looking for ambitious Financial Advisors to assist in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for...

Our clients is looking for financial advisors to sell the short term insurance products in personal lines Extensive knowledge of the Short-Term Insurance Industry Thorough understanding of the shortterm insurance industry and products Thorough understanding of business principles Be able to write 40 quotes a month and close 8 sales a moth and get 5 referals...

Associate Financial Adviser DiscoveryLocation: Rand Park Ridge & Sea Point Cape TownReporting to Franchise PrincipalRemuneration: R R35 000 & commissionAbout the Role:Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other tools proficient RE Class of business Full industry related qualification Reliable...

Our client in the Insurance industry is currently looking for a Financial Advisor, in Midrand.Responsibilities: Understand client's financial goals and assist in creating strategies. Maintaining client relationships. Identify financial strategies. Preparing financial projections using calculations and research. Sourcing leads for the business. Reanalysis of...

Role purpose:To develop, plan and implement the long term insurance claims strategy and operating model. To determine the value chain and ensure alignment to the underwriting strategy. To design and drive the insurance claims capability that contributes to productivity and the management of claim spend. Mange internal and external vendors.Your...

We are looking Business Development Consultants for the insurance industry - Short Term insurance who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Insurance Business Development Consultants to sell short term insurances,With a strong knowledge of lead generation. Be compliant in all...

Who are we? Matric or National Senior Certificate. Insurance qualification or credits based on date of first appointment to commercial lines insurance. Where applicable, Class of Business or Continuous Professional Development (CPD) training. FAIS Regulatory Examination for Representatives (RE5). Must have your own reliable transport. Valid code B driver's...

Our client is the holding company of some of South Africa's leading financial service providers. Their portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. They seeking a passionate and leading Regional Sales Manager who will be responsible for the Tied Financial...

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As a Client Services Team Lead, you will play a pivotal role in ensuring our clients receive top-notch service and support. You will lead a team dedicated to building strong client relationships, resolving inquiries efficiently, and...

IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the...

IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the...

Responsibilities: Sales Opportunities CreationDevelop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and...

IntroductionMetropolitan is one of the services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also...

:When it comes to putting people first, we're number 1.The number 1 Top Employer in South Africa.Certified by the Top Employer Institute 2024.Role Purpose/Business Unit:To ensure that key financial and business objectives of the Vodacom Insurance Company ("VIC") are met with regards to financial reporting, budgeting and forecasting, analysis, control and...

IntroductionMetropolitan is one of the services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also...

Introduction Metropolitan is one of the services brands in South Africa. With a 125year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also...

Role purpose:The Product Owner represents the business stakeholders and is the voice of the customer guiding individual DevOps teams, responsible for ensuring that the delivery team delivers value to the business according to the outcome visionThis role is responsible for the definition of customer-centric items or user stories from the capability/feature...

Role purpose:To lead Vodacom's short-term and long-term insurance (Telcosurance) risk and compliance function and ensure that the necessary controls are in place to mitigate risk exposure across the value chain. To develop a strategy and framework to ensure that the Telcosurance Business is conducted in a manner that is compliant with the relevant...

When it comes to putting people first, we're number 1. The number 1 Top Employer in South Africa. Certified by the Top Employer Institute 2024.Role Purpose/Business Unit:To ensure that key financial and business objectives of the Vodacom Insurance Company ("VIC") are met with regards to financial reporting, budgeting and forecasting, analysis, control and...