Financial Advisor
4 weeks ago
ROLE PURPOSE We are looking for a dynamic and self-motivated individuals who are passionate about financial planning. As a Financial Advisor at Vizion Finance, powered by Old Mutual, you will render holistic financial advice tailored to clients' needs. KEY RESPONSIBILITIES 1. Sales Excellence · Prospect and generate own leads. · Provide financial advice on risk, investments and business assurance products. · Facilitate seamless new business submissions, ensuring compliance and accuracy in all documentation. 2. Client Relationship Management · Build and maintain enduring client relationships through regular reviews, clear communication, and proactive follow-ups. · Address queries effectively, escalating where necessary, and providing timely resolutions. 3. Compliance and Development · Stay informed of regulatory requirements, ensuring all activities comply with FAIS standards. · Identify and mitigate potential risks, including fraudulent activities, with vigilance. 4. Strategic Reporting and Planning · Execute professional advice responsibilities to customers with due skill and care. · Meet weekly and monthly APE budgets and maintain required persistency targets. · Align with franchise and regional objectives to support shared business goals. Our Value Proposition: 1. A commission split of 80/20 paid to you directly by Old Mutual. We pay a settling in allowance of R25 000 during the first two months. 2. A competitive product range. 3. Marketing & Sales Support. 4. Operational and compliance support. 5. Operate under the old mutual license and access to advice tools (Astute, Xplan etc). 6. Access to training platforms to maintain cpd points, including pathways to CFP qualification. Requirements 1- 2 years of Insurance Sales Experience; RE5; Wealth Management or Any FAIS Recognized Qualification; Class of Business. Competencies Action Oriented Networking and Stakeholder Management Effective Communication Customer Focus Results Driven Ensures Accountability Should you meet the criteria, please email you cv to vacanciesvizionfinance.co.za
-
Financial Advisor
2 weeks ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:29 Oct 2024**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align...
-
Financial Advisor
2 weeks ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Sales & Distribution **Function**:Financial Advisors (Certified Financial Planner) **Date**:21 Jan 2025 **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values...
-
Financial Advisor
8 hours ago
Sandton, South Africa Afrizan People Intelligence (PTY) LTD Full time**Financial Advisor** Do you have a passion for providing financial solutions and advice to clients? Are you an expert at identifying long-term risks and gaps in insurance and financial planning? If so, we have the perfect opportunity for you! We are seeking an experienced Financial Advisor to join our team. In this role, you will use a limited...
-
Financial Advisor
6 days ago
Sandton, South Africa Discovery Limited Full timeSelect how often (in days) to receive an alert:Business Unit: Sales & DistributionDate: 27 Mar 2025About DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our...
-
Financial Advisor
2 weeks ago
Sandton, South Africa NHLANHLA CAPITAL Full time**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans and products - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to...
-
Financial Advisor
2 weeks ago
Sandton, South Africa Avion Wealth Full timeSanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...
-
Financial Advisor
3 weeks ago
Sandton, South Africa OneSpark (Pty) Ltd Full time**Who we are** Traditional life insurance is complicated, time-consuming, still uses pen and paper, has 30 page onboarding forms and takes weeks to issue cover. But OneSpark is different. We’re using advanced technology and powerful AI to bring life insurance and financial advice into the 21st century to make life insurance instant, smart, affordable and...
-
Financial Advisor/life Broker
8 hours ago
Sandton, South Africa Afrizan People Intelligence (PTY) LTD Full time**Financial Advisor/Life Broker** Our client is a dynamic and rapidly growing financial services company looking for a motivated and experienced individual to join their team. As a Financial Advisor/Life Broker, you will have the opportunity to work with clients and help them achieve their financial goals through personalized financial planning and...
-
Legal Advisor
8 hours ago
Sandton, South Africa Dante Personnel Full timeGauteng, Sandton Our well-established client in the Banking & Financial Services industry is looking for an Attorney/Legal Advisor to join their team **Salary**: R25 000 - R42 000 ctc P/M (Negotiable depending on experience & qualifications) **Minimum requirements**: - Completed LLB - Minimum 3-4 years Post-Admission experience as an Attorney or Legal...
-
Financial Services Advisor
5 days ago
Sandton, South Africa Zeal HR Full timeRequirementsTo be successful in this role, you must have:2 years of call centre experience, preferably in a brokerage or dealing with brokers with financial advisor experience;A relevant tertiary qualification or suitable experience;Excellent communication skills and attention to detail;The ability to work well under pressure and meet deadlines;A strong...
-
Financial Advisor Liaison Consultant
2 weeks ago
Sandton, South Africa The Recruitment Council Full timeThis leading Asset Manager is looking for a Financial Advisor Liaison Consultant in Customer Services to join their team.Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant...
-
AIFA Financial Advisor
5 days ago
Sandton, South Africa ENGIE Group Full timeSelect how often (in days) to receive an alert:Requisition ID: 44409Location:Sandton, ZA, 2191The Acquisitions, Investments and Financial Advisory (AIFA) team plays a key role in reconciling ENGIE's growth ambitions and long-term shareholder value creation objectives. Our role is to provide valuation and structuring guidance throughout the business...
-
AIFA Financial Advisor
2 days ago
Sandton, South Africa Engie Full timeThe Acquisitions, Investments and Financial Advisory (AIFA) team plays a key role in reconciling ENGIE's growth ambitions and long-term shareholder value creation objectives. Our role is to provide valuation and structuring guidance throughout the business development process and to secure the most competitive sources of funding for our projects.The AIFA...
-
AIFA Financial Advisor
2 days ago
Sandton, South Africa Engie Full timeThe Acquisitions, Investments and Financial Advisory (AIFA) team plays a key role in reconciling ENGIE's growth ambitions and long-term shareholder value creation objectives. Our role is to provide valuation and structuring guidance throughout the business development process and to secure the most competitive sources of funding for our projects.The AIFA...
-
Top Financial Advisor Wanted!
2 weeks ago
Sandton, South Africa Spartanz Full timeDo you have RE5 qualification? Wanna earn BIG? An established brand wants you! Then this is your moment. Our Top Advisors average over R200 000 per month! Unlimited earning potential is the name of the game if you're a TOP performer and are serious about writing your own cheque. I am looking for self driven individuals who are business-minded to earn...
-
Insurance Broker
2 weeks ago
Sandton, South Africa Ikusasa Recruitment Group Full timeFinancial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...
-
Medical Advisor
3 weeks ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Health **Function**:Medical Doctor **Date**:15 Jan 2025 **Clinical Benefit Advisory Team** **Medical Advisor** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and...
-
Legal Advisor
2 weeks ago
Sandton, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: **purpose**: - To play a key role in providing legal and compliance advisory role within Ashburton Investments**experience and qualifications**: - Qualified as an attorney or advocate is essential. - 3 years’ experience as a legal counsel/advisor in the financial services industry,...
-
Financial Solutions Expert
6 days ago
Sandton, South Africa Zeal HR Full timeRole SummaryWe are seeking a highly skilled Service and Support Agent to join our team at Zeal HR. The successful candidate will be responsible for delivering exceptional service to our financial advisors and their clients.About the Job:Key Responsibilities:Deliver detailed information to Financial Advisors regarding their clients' portfolios;Manage the...
-
Legal Advisor
8 hours ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Life**Function**:Legal Affairs**Date**:19 Sep 2024- Discovery Life**Legal Advisor** - Marketing Legal**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own...