Financial Advisor

Lonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...

Job DescriptionThis is an exciting opportunity for a skilled Financial Advisor to join the Old Mutual team in Umhlanga. In this role, you will be responsible for delivering personalized financial services to clients, focusing on financial planning, risk management, and investment guidance.You will need to have a solid understanding of financial markets,...

Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success?About EnvestproWe are a community of entrepreneurs dedicated to helping each...

Role OverviewThe role of a Financial Advisor at Old Mutual is centered around providing expert financial planning, risk, and investment advice to clients.This full-time position is based in Umhlanga, where the successful candidate will be responsible for delivering high-quality financial services, including financial advisory, retirement planning, and...

About the CompanyOld Mutual Limited is a leading financial services company serving Africa and its people. The company has a rich history of empowering communities and individuals through its services.This opportunity is part of the Business Manager team within Old Mutual Personal Financial Advice. As a Financial Advisor, you will play a crucial role in...

About UsAt Liberty Standard Bank Group 2, we pride ourselves on being a well-established and reputable financial institution. We offer a dynamic and supportive work environment that fosters growth and development. As a Financial Adviser, you will have the opportunity to work closely with our experienced trainers and managers to develop your skills and...

Job SummaryWe are seeking a skilled Investment Consultant to craft meaningful partnerships with independent financial advisors (IFAs) and drive business growth through client engagement, first-class service, and continuous improvement.

Key ResponsibilitiesThis role involves participating in reciprocal leads activities, sales/pipeline meetings, and identifying opportunities for new or repeat business within the bancassurance structure.Accountability:To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers, and Adviser Support...

Delivering Exceptional ServiceAs a Financial Advisor at Old Mutual, you will be responsible for delivering exceptional financial services to clients. This involves providing personalized financial planning, risk management, and investment advice that meets their unique needs.To achieve this, you will need to possess a deep understanding of financial markets,...

Unlock your potential as a Financial Adviser at Millennium Wealth Bluestar Sanlam and play a pivotal role in shaping the financial futures of our clients.About the CompanyWe are a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals through expert advice and guidance.In this dynamic role,...

Job OverviewWe are seeking a highly motivated and results-driven Professional Financial Advisor to join our dynamic team. As a key contributor, you will be responsible for delivering exceptional client service, driving business growth, and developing strong relationships with internal and external stakeholders.Responsibilities:To conduct comprehensive...

Company OverviewMomentum is a financial services provider with an entrepreneurial spirit and innovative culture. We have been committed to wealth creation and preservation, insurance, and income protection for our clients since 1966.We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.Role...

Role SummaryThis is an exciting opportunity to join Liberty Group Ltd as a Financial Planner. The successful candidate will be responsible for delivering high-quality financial advice and guidance to clients. If you are driven, ambitious, and passionate about making a difference in people's lives, we encourage you to apply.Key AccountabilitiesProvide expert...

**Financial Advisors - Experienced** We are looking for experienced Financial Advisers to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. Remuneration R15 000 -R20 000pm **Job description.** - Sourcing and meeting potential clients. - Establish...

As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You will analyze clients' financial situations, develop personalized financial plans, and recommend investment strategies to help clients achieve their financial goals. **Responsibilities**: - Meet with clients to assess their financial...

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...

Our client is searching for Financial Advisor's for their Life and Investments portfolio. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. **Build your own Long term insurance and investment portfolio by**: - Being able to prospect for new clients through...

Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...

WE ARE HIRING FINANCIAL CUSTOMER SERVICE ADVISORS! Nutun CX is an award winning top employer offering an opportunity for vibrant self starters with a hunger to grow. *Must have*: Completed Matric (Over 60% in Accounting is Advantageous) 1 year working experience on an International Campaign 1 year experience in a BPO/Contact Centre agent role Send a 1...

**Job Advert Summary**: This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. **Minimum Requirements**: **Formal...

**Job Advert Summary**: **Purpose of the Job**: **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade 12) - Relevant commercial/legal/industry specific NQF L6 tertiary qualification is preferable - NQF L7 and above qualification is highly advantageous - RE 5 completed - Successful completion of supervisory process - FAIS fit and proper -...

We have exciting **_new insurance campaigns_** launching for various blue-chip companies and need qualified insurance agents urgently. If you experience as a financial advisor / insurance consultant **marketing comprehensive insurance and have achieved your full qualifications, then WE WANT YOU.** **Salaries up to** **R 8000 offered for experienced agents*...

**Job Details**: - Minimum experience Entry Level- Company primary industry Insurance- Job functional area Sales- Salary R60 000 - R96 000 per annumWe have exciting **_new insurance campaigns_** launching for various blue-chip companies and need qualified insurance agents urgently. If you experience as a financial advisor / insurance consultant **marketing...

**SKILLS AND EXPERIENCE REQUIRED**: - **Strictly** Min. 3 years **"Insurance" sales** and **Business Development (Sales)** experience in Financial products. - **Must have** Proven sales **'success"** in Financial Products. - Min. Matric - plus valid drivers license **SALES DUTIES;** - Calling on Government Departments and Corporate Companies. - Scheduling...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...

Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

Rewardsco has award winning exciting **_new insurance campaigns_** launching for various blue-chip companies and we need qualified insurance agents urgently. If you experience as a financial advisor / insurance consultant **marketing comprehensive insurance and have achieved your full qualifications, then WE WANT YOU.** **Salaries up to** **R 10 000...

**Are you tenacious, self-motivated and have a natural talent for Sales???** The ideal individual is someone with superior interpersonal skills. Ability to build rapport with potential clients, to engage with strong charismatic & negotiation skills to close the sale_. _ **KEY RESPONSIBILITIES** - Understand different types of health insurance (accident,...

**Main job function** Qualifications: **Qualifications Required** Grade 12 **Experience**: **Experience/Criteria** A minimum of 1 year experience as an administrator in an insurance brokerage is required. Previous knowledge validating instructions processed in the platform system for quality, data integrity, accuracy, completeness and compliance with...

**Are you tenacious, self-motivated and have a natural talent for Sales???** The ideal individual is someone with superior interpersonal skills. Ability to build rapport with potential clients, to engage with strong charismatic & negotiation skills to close the sale_. _ **KEY RESPONSIBILITIES** - Understand different types of health insurance (accident,...