Financial Advisor Long Term Insurance/Life

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals. Sales...

Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals.Sales...

Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng. - Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. - Source referrals and recommendations from existing customers and contacts to...

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 short-term 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...

**Insurance Manager** **Responsibilities**: Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient service and delivery solution, maximising efficiency, performance and best value against pre-agreed targets. Ensuring that the insurance team...

Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...

Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

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...

Associate Financial Adviser - Discovery Location: Rand Park Ridge & Sea Point Cape Town Reporting to Franchise Principal Remuneration: R20 000 - R35 000 & commission About the Role: **Requirements**: - 3> years financial planning - Discovery product accreditations - Discovery Smart Advice and other tools proficient - RE5 - Class of business - Full industry...

Leading Financial Services Company in Gauteng is looking for Financial Advisors with a minimum 3 year experience in Commercial Business Insurance. Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account...

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...

**JOB PURPOSE** The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **RESPONSIBILITIES** **Sales Opportunities Creation** Develop a personal network...

Job Title: Personal Lines Insurance SpecialistWe are seeking a highly skilled and motivated Personal Lines Insurance Specialist to join our team at Sanlam. As a key member of our sales team, you will be responsible for identifying and meeting the insurance needs of our clients, building strong relationships, and providing exceptional customer service.Key...

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...

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...

Gauteng, Midrand - R 30000 - R 45000 Monthly Basic Salary (Negotiable) Gauteng Hybrid POst for an Actuarial Consultant from the short-term insurance industry needed for a new project within an existing well-known brand Gauteng Hybrid POst for an Actuarial Consultant from the short-term insurance industry needed for a new project within an existing...

About the RoleWe are seeking a highly skilled and motivated Personal Lines Insurance Specialist to join our team at Sanlam. As a key member of our sales team, you will be responsible for identifying and acquiring new business opportunities, building and maintaining strong relationships with clients, and providing exceptional customer service.Key...

**Introduction** - Metropolitan 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...

Matric Full qualifications (NQF 4 with 120 credits) Successfully completed the Class of business exams/s (if applicable) Financial Sector Conduct Fluent in English and Afrikaans Must be computer literate on a basic to intermediary level on Microsoft software. Own transport, laptop and cell phone is mandatory We also offer access to Life - Investments,...