MFC Salaried Financial Advisor
2 weeks ago
Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service : Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. Solutions Analysis : Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Receiving Visitors : Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data : Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. Customer Needs Clarification : Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer\'s level of interest, and to identify and respond to areas requiring further information or explanation. Customer Relationship Development / Prospecting : Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Operational Compliance : Develop knowledge and understanding of the organization\'s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Business Development : Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed. Sales Opportunities Creation : Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services. Data Exploration : Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools. Network of Influence : Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company. Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 14 January 2026 , 23 : 59 #J-18808-Ljbffr
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Krugersdorp, South Africa Old Mutual South Africa Full timeGet AI-powered advice on this job and more exclusive features. Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Responsibilities Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases,...
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Financial Advisor
2 weeks ago
Krugersdorp, Gauteng, South Africa SureX Life Full time R400 000 - R800 000 per yearCompany DescriptionSurex - Insurance simplified.Role DescriptionDo you want to Sky Rocket your earning potential in 2025? Make all your dreams a reality? Then join my exceptional team of Financial planners asap,,This is a full-time hybrid role for a Financial Advisor at SureX Life located in Gauteng, with flexibility for remote work. The Financial Advisor...
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Independent Financial Adviser
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Krugersdorp, South Africa V Consultin Full time**Description of the role**: **Our client based in the West Rand are looking for qualified Independant Financial Advisors to join their well established team.** **Requirements**: - **Matric (Grade 12)**: - **Own reliable vehicle**: - **RE5 Certificate**: - **CPD Hours**: - **NQF5 Wealth management** **Competencies**: - **Self driven and Target...
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Retail Financial Consultant for IFA Growth
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Krugersdorp, South Africa Momentum Full timeA leading financial services provider is seeking a motivated professional to engage with Independent Financial Advisors (IFAs) in Gauteng. The role requires developing strong relationships and exceeding sales targets. Candidates must have a relevant degree and 3-5 years of experience in the financial services industry. A background in sales and knowledge of...
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Krugersdorp, South Africa Chartfin (Pty) Ltd Trading as Treasurers BlueStar Full timeAt Treasurers BlueStar from Sanlam, we are intent on bolstering our adviser footprint to better service within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are successfully...
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Krugersdorp, Gauteng, South Africa PPS Recruitment Full timeJob Advert SummaryThe successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as...
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Strategic Financial Planner
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Krugersdorp, South Africa Sanlam Full timeA leading financial services provider in South Africa seeks a Financial Advisor to deliver tailored financial advice and foster long-term client relationships. The ideal candidate must have a Grade 12 qualification and meet FAIS requirements. Responsibilities include generating sustainable business and ensuring ethical client service. This role offers...
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Call Centre Agent
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Krugersdorp, South Africa Albatros Insurance Administrators Full timeYou will be appointed as a call center agent working for R2000 basic plus commission. You will only receive basic when you make target, if you don't make target you will only receive commission. Comission is R150 per successful appointment. You will be expected to cold call clients and set up appointments for financial advisors. Financial advisors will...
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Financial Advisor
2 weeks ago
Krugersdorp, South Africa Surex insurance Full timeIs jy moeg om nie genoeg geld te maak nie? Hier is jou kans! Surex bied jou die geleentheid om as 'n Finansiële Adviseur in ons Krugersdorp-kantoor aan te sluit. Ons is op soek na mense tussen die ouderdom van 25 en 45 wat op soek is na 'n werklike verskil in hul finansies. Wat jy nodig het: ‘n Matriek-sertifikaat Vorige verkoopservaring Toegang tot 'n...
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Krugersdorp, South Africa Old Mutual Full timeA leading financial services company in South Africa seeks candidates for a role emphasizing customer service and relationship management. The successful applicant will provide tailored solutions to clients while pursuing business development opportunities. Qualifications include NQF Level 5 and skills in consultative selling and strategic selling....
