Commissioned Financial Adviser

Commissioned Financial Adviser Old Mutual South Africa The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. Responsibilities Responsible for the procurement of new...

A financial services provider is looking for a Commissioned Financial Adviser in Hermanus, South Africa. The role involves understanding customers' financial needs, providing sound advice, and implementing effective financial solutions. Candidates should possess a Senior Certificate, have at least 24 months of financial industry experience, and hold a valid...

A leading insurance company in Hermanus seeks a Commissioned Financial Adviser to join their dynamic team. This role involves providing sound financial advice, meeting clients' financial needs while expanding sales of products and services. Ideal candidates should have a Senior Certificate and 24 months of experience in the financial industry. A valid...

Responsibilities: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients - Prepare investment...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about...

Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Hermanusposted on: Posted Todayjob requisition id: JR-72673**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.****Qualifications and Experience****A minimum of Matric or equivalentA minimum 12...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Location: Hermanus, Western Cape, South Africa Qualifications & Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long‑term Insurance Class of...

**Key Responsibilities** - **Client Engagement**:_ - Build and maintain strong client relationships through regular interactions. - Conduct needs analysis to understand clients’ financial goals and challenges. - **Financial Planning**:_ - Offer affordable and suitable financial solutions, including life insurance, funeral cover, savings plans, and...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job description**: The Adviser is...

**Designation**: - Wealth Adviser Assistant | Hermanus, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 03 Dec 2024 **Reference...