Financial Service Agent

Job Description: Entry-Level Financial Service AgentKey Responsibilities:Client Interaction: Meeting with clients to understand their financial goals and needs.Product Recommendations: Suggesting suitable financial products and services based on clients' situations.Sales Meetings: Arranging and conducting meetings to discuss financial options.Market...

Job description Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town Southern Suburbs. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance...

Fund AccountantA leading asset manager seeks a Fund Accountant to join their dynamic team. The ideal candidate will foster meaningful relationships and improve business processes.Responsibilities:Work alongside portfolio managers, investment directors and principals, legal & transaction management teams.Manage fund liquidity, funding requirements for...

Fund AccountantA leading asset manager is seeking a highly skilled Fund Accountant to join their dynamic team in Cape Town. The ideal individual will possess excellent communication skills and be able to foster meaningful relationships with portfolio managers, investment directors, and principals.Responsibilities:Collaborate with the investment team to...

**Short Term insurance (Home, Vehicle and Contents) sales agent** A1 Financial Services is an authorized Financial Service Provider, we require dynamic and skilled agents to spearhead a short-term insurance (home, vehicle and contents) sales campaign. This is for one of the leading insurers in South Africa. This position entails, securing targets, and...

Job Description: Entry-Level Financial Service Agent Key Responsibilities: Client Interaction: Meeting with clients to understand their financial goals and needs. Product Recommendations: Suggesting suitable financial products and services based on clients' situations. Sales Meetings: Arranging and conducting meetings to discuss financial options. Market...

**Sanlam Funeral Policy Sales Agents** 6 Months minimum Funeral Cover experience minimum requirement to qualify for role. Are you passionate about helping people? Are you ambitious and money driven? Do you want to be part of a growing organization? We are a Well Established Company in the Financial industry and looking for the services of proactive...

Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

We are seeking a detail-oriented and customer-focused Entry-Level Financial Service Agent to join our team. The successful candidate will provide financial advice and support to clients, helping them achieve their financial goals. Responsibilities: Assist clients with financial planning and investment decisions. Provide information on various financial...

We are seeking a detail-oriented and customer-focused Entry-Level Financial Service Agent to join our team. The successful candidate will provide financial advice and support to clients, helping them achieve their financial goals.Responsibilities:Assist clients with financial planning and investment decisions.Provide information on various financial products...

We are seeking a highly skilled and experienced broker agent to join our team at Structured Wealth Solutions. As a broker agent, you will play a crucial role in helping us achieve our goal of delivering exceptional financial services to our clients.Key Responsibilities:Selling financial products and solutions to clientsBuilding and maintaining strong...

Job description Job description We require dynamic Retentions agents with experience in the insurance industry - mass market. This portfolio specializes in “customer first contact” for recently purchased insurance products for a leading brand. You will be based in the Western Cape, Southern Suburbs. **Client Retention Agent Job Responsibilities**: -...

We require dynamic Retentions agents with experience in the insurance industry - mass market. This portfolio specializes in “customer first contact” for recently purchased insurance products for a leading brand. You will be based in the Western Cape, Southern Suburbs. **Client Retention Agent Job Responsibilities**: - Introductory call to customers...

**About Us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...

**Tracing Agent Wanted** **Trace beneficiaries** Find contact details from data bases and other platforms to identify beneficiaries for unclaimed benefits Contact beneficiaries confirming their personal particulars, to validate their status as beneficiariesRectify errors by updating the system with the correct information provided by the clients. Send...

_We require Call Center agents to sell insurance products full time. This is a fantastic opportunity to join a young dynamic organization. With high earning potential and great hours, this could be just the opportunity that you’ve been looking for._ - Our position is aimed at individuals who are looking for better prospects and is based in the surrounding...

Financial Services is seeking a highly skilled Financial Services Expert to join our team as an AML / Compliance Officer. The ideal candidate will have a minimum of 3 years experience in life insurance, with a strong understanding of regulatory requirements and industry best practices.You will be responsible for:Developing and implementing effective risk...

**FINANCIAL SERVICES SALES AGENT** **BCOM GRAD** **R 20, 000.00 - Neg, plus Commission** **GREAT BENEFITS - Company Car, Fuel Card, Laptop and Cell** **A successful individual with a proven track record in the sales of financial services solutions required.** This position requires someone who can work independently and successfully self-manage. Duties...

We looking for Instore sales agents that are well spoken and confident. They are going to be enrolling customers with enrolling customers with financial services like store accounts, cellphone contracts, cellphone insurance and funeral plans. **Requirements**: Matric/Equivalent SA ID Age 18-28 Self driven Extremely Confident No dissabilities APPLY...

We require Call Center agents to sell insurance products full time. This is a fantastic opportunity to join a young dynamic organization. With high earning potential and great hours, this could be just the opportunity that you’ve been looking for._ - Our position is aimed at individuals who are looking for better prospects and is based in the surrounding...