Commission-Based Financial Adviser — Grow Client Wealth

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...

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...

Commissioned Financial Adviser page is loaded## Commissioned Financial Adviserlocations: Hermanusposted on: Posted Todayjob requisition id: JR-74213**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.## We are looking for self-motivated and dynamic individuals who have a...

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...

**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...

**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...

**Job**: Intermediary Financial Consultant **Location**: Hermanus **Salary**: To be discussed Key Accountabilities a) First point of contact for all Marketing leads, to qualify leads into prospective customers. b) Gather, compile, and analyses financial and personal customer data. c) Gain a full understanding of the customers situation and objectives,...

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...

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...

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...