Virtual Advisor

**Job Number** - 68057 **Job Type** - Permanent **Job Title** - Internal Virtual Advisor / Assistant **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng **Sales** - Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. - Advice on Life,...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Virtual Financial Advisor Department 1L Direct Sales - 1Life Invest Job Type Permanent Work Level Skilled EE Position No Salary Market Related Location Gauteng Description: **Customer Needs Clarification** Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary This...

Are you passionate about renewable energy and eager to guide customers toward sustainable solutions? We're seeking a dedicated Energy Advisor to join our team and represent Company’s with excellence. As an Energy Advisor, you'll play a pivotal role in advising customers on the most suitable solar solutions for their homes, ensuring their needs are met...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Gauteng, JHB - Northern Suburbs - Monthly Basic Salary (Market related, Negotiable) **We have an exciting opportunity available with one of our clients in the Hospitality and Gaming industry for a LEGAL ADVISOR.** **In this role, you'll be responsible for **reviewing, drafting and negotiating business contracts and providing legal advice to the Central...

Join Our Clients Wealth Insure Team as a Short-Term Insurance Adviser!Are you an experienced, dynamic, and customer-focused Short-Term Insurance professional? Do you have a passion for delivering tailor-made solutions to high-net-worth clients? Our Clients Advice and Investment department is looking for talented individuals to join their Wealth Insure Team...

**Overview**: As an Energy Advisor, you play a crucial role in guiding customers towards the most effective solar solutions while representing the reputable affiliated bank brand. Your responsibilities will involve conducting both physical and virtual site visits, addressing customer queries, and providing essential information for accurate quotations and...

Solution Advisor Specialist - Based in Angola At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety...

Posting Description: **Claims Service Advisor** Do you have claims advisory experience? Know how to handle large aggregate funds? Read on! Aon South Africa is hiring a Claims Service Advisor in our Risk Solutions department, this is a hybrid role with the flexibility to work both virtually and from our Sandton office. The role of the Claims Service...

Posting Description: **Client Service Advisor** Do you have Client Advisory experience? Ready for your next career move? We are hiring! Aon South Africa is recruiting a Client Service Advisor in our Risk Solutions department; this is a hybrid role with the flexibility to work both virtually and from our Sandton Office. The role of the Client Service...

Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. - Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice. - Provide Financial Planning...

Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database Use a script to present information and explain available product Convert leads to sales - Looking for opportunities to bring on new clients Explain products and prices, and answer...

**Job Description**: Client engagement will be virtual but at times would need to be done on a face-to-face bases thus it is a requirement that the successful applicant can travel, does have a valid driver’s license, and does have access to their own transport. It is also a requirement for the person to dress professionally and be presentable when...

Happy Customers lead to retention of their business as well as turning them into advocates for the company which attracts new business opportunities. The Customer Success Team have the goals of acting as the advocate for the customer within the company and to develop a holistic view of all technical aspects of every customer. Customers Success will manage...

Kerridge Commercial Systems (KCS) is a market leader in the development and provision of trading and financial software environments for specialist Distribution, Wholesale, Merchant and Retail industry sectors, addressing single - or multi-branch operations, as well as catering for organisations with 'point-of-sale' showrooms and warehouse Our passion is to...