Financial Advisor Specialising in Health
3 months ago
Role Purpose:The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.Qualifications and Requirements:Matric / equivalent.Meet FAIS requirements based on DOFA date (if applicable).Hold an FSCA-approved qualification (if applicable).Relevant regulatory examinations (RE5) if currently working in the financial services industry.Experience levels will vary as we are recruiting for both Junior and Senior roles.Key Duties and Responsibilities:Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.Respond to client queries and resolve issues promptly.Engage with prospective clients to understand their financial needs and offer suitable products.Sell products that align with clients’ needs and financial requirements.Comply with legislative regulations and adhere to all compliance requirements.What they offer:Leads and infrastructure are provided.Administrative support.A lucrative remuneration structure that rewards dedication and hard work.A supportive and dynamic work environment.The chance to make a significant impact in clients’ lives through expert financial advice and health solutions.
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Financial Advisor Specialising in Health
3 months ago
Cape Town, South Africa ATripleA Recruitment and Temps Full timeRole Purpose: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments,...
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Financial Advisor Sales Western Cape
3 months ago
Cape Town, South Africa Innovative Financial Advisor Services Full time**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...
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Financial Advisor Sales Western Cape
4 weeks ago
Cape Town, South Africa Innovative Financial Advisor Services Full timeFinancial Advisor Sales Western Cape Role · Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. · We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive attitude...
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Senior Health Financial Consultant
2 weeks ago
Cape Town, Western Cape, South Africa ATripleA Recruitment and Temps Full timeJob DescriptionRole Purpose:The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company's health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market...
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Financial Advisor
5 months ago
Cape Town, South Africa Metafin Financial Services Full time**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...
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Financial Advisor
2 months ago
Cape Town, South Africa Cross Wealth Financial Services Full timeCross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...
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Expert Health Solutions Consultant
5 days ago
Cape Town, Western Cape, South Africa ATripleA Recruitment and Temps Full timeThe Role: Financial Advisor Specialising in HealthWe are seeking a highly skilled and experienced Financial Advisor to join our team at A Triple A Recruitment and Temps. As a key member of our team, you will be responsible for delivering exceptional financial services to clients by providing expert advice on various health-related products.About the Job:To...
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Financial Advisor
2 months ago
Cape Town, South Africa ABA Financial Services PTY(LTY) Full time**looking for proactive and enthusiastic financial advisors with a passion for guiding clients towards their goals.** **Individual must be willing to work on the road as sales will be made in different locations.** **Key Responsibilities**: - Offer personalized advice and recommendations based on clients' financial or business needs. - Build and maintain...
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Independent Financial Advisor
6 months ago
Cape Town, South Africa Numeral Financial Services Group Full timeLocation: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role...
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Specialised Cleaning Manager
5 months ago
Cape Town, South Africa Tsebo Group Full time**About Us**: The Specialised Manager will oversee and coordinate the daily workings of specialised cleaning operations. Responsible to maintain and deliver specialised cleaning services of a high standard to clients. Manage client relationships and actively seek out new sales opportunities with potential external clients. Cross selling of specialised...
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Health Administrative Assistant
3 weeks ago
Cape Town, South Africa Origin Financial Group Full timeCOMPANY DESCRIPTION:A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial services industry to provide...
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Financial Advisors
5 months ago
Cape Town, South Africa RMV Solutions Pty Ltd Full time**Job description** - Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.**Key Duties, but not limited...
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Senior Financial Planner
5 months ago
Cape Town, South Africa Growmatter Financial Planning Full timeOur reputable company is seeking a skilled individual who is eager to grow and take on more clients and more responsibility within our practice. There are long term opportunities and with right skills, aptitude and vision there is a lot more on offer. You would need to be drawn to and excited about the prospect of being a business partner rather than...
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Short-term Financial Advisor
1 month ago
Cape Town, South Africa Origin Financial Group Full timeCape Town, South Africa | Posted on 03/06/2024 We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable, profitable, and ethical manner. Duties and Responsibilities: The role of Short-Term Advisor is divided into Categories of...
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Financial Advisor
6 months ago
Cape Town, South Africa Risk Free Solutions Full timeob description Risk Free Solutions, an Old Mutual Agency franchise, is a trusted financial services provider that offers advisors the tools and support needed to succeed in building their practices. As a franchisee, you will be able to work for yourself while also benefiting from hands-on guidance and support, all backed by Old Mutual’s reputation as...
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Financial Advisor
3 months ago
Cape Town, South Africa ML3 Consulting Full timeFinancial Advisor We're seeking a self-motivated and results-driven Financial Advisor to join our growing team. As a commission-based advisor, you'll have the freedom to build your own client base and create your own schedule, with no set office hours. Your success will be directly tied to your ability to provide exceptional financial guidance and build...
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Financial Advisor
5 months ago
Cape Town, South Africa Infinitum Finiancial Solutions Full time**Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...
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Financial Advisor
5 months ago
Cape Town, South Africa Infinitum Finiancial Solutions Full time**Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...
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Financial Advisor
6 months ago
Cape Town, South Africa Ikusasa Recruitment Group Full time**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic 2000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...
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Financial Advisor
2 months ago
Cape Town, South Africa Innovative Full time**Financial Advisor** **Sales Role Western Cape** - Innovative is a leading financial service provider in South Africa that serves individuals, businesses and institutional clients. - We need people who are goal orientated and have a strong desire to make a success of their lives. - We strive to create an environment where motivated people with a positive...