Financial Advisor Limpopo
3 weeks ago
Role Purpose: Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements 2 - 3 years’ experience in a Sales/ Call Centre environment (essential) 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous) Matric or equivalent NQF 4 qualifications National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification FAIS Compliance Requirements Regulatory examination (RE) 5 Driver’s license and own transport (desirable) Duties and Responsibilities INTERNAL PROCESS Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process. Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals. Calculated and advise on tax and legal implications of products and or changes. Accurately capture client information, relevant actions and sales on the systems. Accurately complete all administrative and reporting requirements within agreed timeframes. Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements. Provide financial advice in line with the engagement strategy to enhance client’s financial wellness. CLIENT Investigate client queries within the agreed service level and ensure that client receives timeous feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services. Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders. Build and maintain relationships with clients and internal and external stakeholders. Make recommendations to improve client service and fair treatment of clients within area of responsibility. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services. PEOPLE Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. FINANCE Identify solutions to enhance cost effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum. Please note that as an applicant, you should verify the legitimacy of this job advert on our company career page. #J-18808-Ljbffr
-
Financial Debtors Clerk
1 week ago
Louis Trichardt, South Africa Food City TA K.F.C Full timeWe are currently seeking a dedicated and skilled Financial Debtors Clerk to join our team in Limpopo, specifically based in Louis Trichardt. As a Financial Debtors Clerk, you will play a crucial role in managing our debtors' accounts and ensuring timely collections. This position offers a salary package of R15,000 per month cost to the company. Key...
-
Commercial Banking Specialist | Makhado
2 weeks ago
Louis Trichardt, South Africa The Recruitment Council Full timeAre you an experienced Commercial Banking specialist ready to make a significant impact in the Limpopo region? This is a pivotal role for a high-performing professional who excels at client acquisition and deeply managing existing high-revenue portfolios. Join our client's team and drive sustainable growth by becoming a trusted financial partner to...
-
Commercial Banking Specialist | Makhado
3 weeks ago
Louis Trichardt, South Africa Executive Placements Full timeAre you an experienced Commercial Banking specialist ready to make a significant impact in the Limpopo region? This is a pivotal role for a high-performing professional who excels at client acquisition and deeply managing existing high-revenue portfolios. Join our client's team and drive sustainable growth by becoming a trusted financial partner to...
-
Financial Advisor
1 week ago
Louis Trichardt, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Finance Intern
2 hours ago
Louis Trichardt, South Africa T and C Civils Full timeFinance Intern **Responsibilities**: - Assist with financial modeling - Provide general accounting support - Help with accounts receivable management - Provide support for annual budgeting process - Assist with statistical analysis and other special projects - Present data-driven recommendations to the finance team - Prepare monthly/quarterly financial...
-
Manager, Prestige Banking
5 days ago
Louis Trichardt, South Africa Standard Bank of South Africa Limited Full timeBusiness Segment: Personal & Private Banking Location: ZA, North West, Limpopo Role Overview: Responsible for implementing Prestige Banking objectives aligned with organizational goals. Develop and manage the end-to-end Prestige Banking capabilities, ensuring achievement of financial and operational targets within the allocated province. Qualifications: Type...
-
The Category
2 weeks ago
Louis Trichardt, South Africa DeARX Full timeThe Category & Marketing Manager: (Packaging Solutions) LIMPOPO PROVINCE Remuneration: Market related + medical aid, pension, 13th cheque Purpose of the Role The Category & Marketing Manager: (Packaging Solutions) is responsible for developing and implementing marketing strategies for packaging material within the Retail division. The role ensures that...
-
The Category
1 week ago
Louis Trichardt, South Africa DeARX Full timeApply for the The Category & Marketing Manager: role at DeARX . The Category & Marketing Manager: (Packaging Solutions), Limpopo Province Remuneration: Market related + medical aid, pension, 13th cheque Purpose of the Role The Category & Marketing Manager: (Packaging Solutions) is responsible for developing and implementing marketing strategies for packaging...
-
The Category
1 week ago
Louis Trichardt, Limpopo, South Africa DeARX Full time R180 000 - R360 000 per yearThe Category & Marketing Manager: (Packaging Solutions) LIMPOPO PROVINCERemuneration: Market related + medical aid, pension, 13th chequePurpose of the RoleThe Category & Marketing Manager: (Packaging Solutions) is responsible for developing and implementing marketing strategies for packaging material within the Retail division. The role ensures that...
-
The Category
1 week ago
Louis Trichardt, Limpopo, South Africa DeARX Full time R240 - R480 per yearAbout the job The Category & Marketing Manager: (Packaging Solutions)The Category & Marketing Manager: (Packaging Solutions) LIMPOPO PROVINCERemuneration: Market related + medical aid, pension, 13th chequePurpose of the RoleThe Category & Marketing Manager: (Packaging Solutions) is responsible for developing and implementing marketing strategies for...
