Retention Advisor Intern

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...

Internal Advisor Para planner. R R30 000 pmSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of - per monthAssist with downgrades if required and only if necessaryAssist with marketing...

OverviewInternal Advisor Paraplanners RandburgSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE targetAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and...

SALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per monthAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and obtain referrals and...

SALESFollow 6 steps in Financial Planning including Needs AnalysisInteract with clients diligently and fairlyAdvice on Life, Investments, Retirement products with a view to upgradesMaintain a minimum UPGRADE target per monthAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and obtain referrals and leads, follow...

Build strong relationships with clients and use effective negotiation skills to retain our clients.Main responsibilitiesCommunicate with clients and gather information regarding any possible complaintsBuild positive relationships with clientsNegotiate with clients to retain their businessEducate and remind customers of the value of our servicesProvide...

Customer Retention Specialist will be responsible for creating, managing and evolving retention strategy to drive customer loyalty and client retention for the business.The role will suit an analytically driven thinker and customer focused individual who can synthesize current business intelligence or trend data to inform retention marketing strategy, whilst...

Our client is seeking career driven individuals with an established network/portfolio to join their thriving Wealth Management team in Johannesburg. Candidates from Carrick Wealth, Brite Advisors, Sable International, Holborn Assets, St James Global and others are welcome to discretely inquireOur client is ever expanding and they are looking for individuals...

Legal Advisor Permanent RSR00000 Legal Gauteng, JHB Northern Suburbs Our client based in the north is looking for a Legal Advisor. To provide sound, clear and accurate legal advice General Attorney duties: Provide advisory services to management on IR matters Facilitate the management and promotion of fair and sound Labour Relations Curate and advise on...

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e. internet,...

We're looking forAn experienced retentions specialist to join our clients operations team, you will be responsible for ideating, designing, implementing, and managing all retention and conservation strategies for the company's funeral insurance book.Who are you? Thorough understanding of the funeral and micro in insurance landscape of South Africa Strong...

INTERNAL VIRTUAL ADVISOR PARAPLANNEROur client is looking for a VIRTUAL ADVISOR PARAPLANNER to join their team, our client is in the Financial Planning and Wealth Management Industry, they are based in Blair Athol and will be moving offices to Fourways in August 2023.Duties and Responsibilities and Performance Outcomes Sales Presentations and negotiations...

Our client based in the north is looking for a Legal Advisor. To provide sound, clear and accurate legal adviceGeneral Attorney duties: Provide advisory services to management on IR matters Facilitate the management and promotion of fair and sound Labour Relations Curate and advise on Disciplinary processes Curate and advise on performance management...

KEY RESPONSIBILITIES Support & drive retention and growth commercial strategy that supports the goals of Aramex. Develop and nurture a strong commercial team capable of delivering the expected results Achieve set revenue and growth targets by developing full supplychain solutions throughout existing customer base. Collaborate with key internal stakeholders,...

The Financial Advisor will be responsible for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial advice to customers, grow client base and prospecting of newclientsDuties Develop a personal network within the sales territory and represent theorganization at relevant industry events,...

Job Number 69032Job Type PermanentJob Title Insurance AdvisorComputer Skills Ms OfficeIndustry InsuranceCity JohannesburgProvince Gauteng Receive and process all cancellations received. This could be in the form of either cancelations confirmed (policies already cancelled by the insurer) or cancellations requests (policies which are active, and the client...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team.Job Purpose:The...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Tied Financial Advisor to join their team.Job...

We are looking for a Financial Advisor. This is a permanent position. Experience would be regarded as having at least 1 year advisory experience and has a DOFA date with the FSCA, as well as already having their RE5 certificate.Advisors need to be 26 years or older, and if their DOFA date is more than 4 years old, they should already have a relevant...

ABOUT MSFDoctors without Borders (MSF) is an international, independent, medical humanitarian organisation committed to two objectives: providing medical assistance to people affected by armed conflict, epidemics, healthcare exclusion, natural and man-made disasters; and speaking out about the plight of the populations assisted. MSF offers assistance to...