Financial Consultant

Job BriefWe are looking for a Financial Services Consultant to join our team as a Financial Services Consultant.The successful candidate will be responsible for providing expert guidance to our distribution teams, advisors, and clients on life insurance products.Main ResponsibilitiesBusiness Development: Develop and execute plans to drive business growth and...

Liquid Thought is currently seeking an experienced Credit and Collections Functional Consultant to join our team. As a key member of our team, you will be responsible for delivering high-quality software solutions to our clients in the financial services sector.The ideal candidate will possess a strong understanding of financial services software...

Blue Mercury is looking for individuals to sell #1 Short Term Insurance and Life Insurance products on the market as well as WILL's 'and TRUSTS We offer a high starting basic salary of R5100 for junior agents and you can earn commission in your first month and be paid commission in that month as well We have 3 types of positions available: Junior, Senior &...

We’re looking for a business consultant to join our dynamic team! Experience in business consulting from business plans to financial planning and growth is required Application Question(s): - Do you have experience in developing business plans and financial forecasts? **Education**: - Diploma (preferred)

**Introduction** **Role Purpose** To assist with providing and efficient and effective service to clients by providing support to the consulting team. **Requirements**: - Relevant Bachelor’s Degree or Diploma - 0-3 years’ experience within employee benefits environment - Knowledge of the financial services, health, insurance and investment...

**First Federal Investments** is recruiting for an Insurance Sales Consultant to join a Dynamic team. The insurance Sales Consultant will be highly skilled individuals who will be tasked with closing leads that come through to **FFI** via its various marketing channels on behalf of its client. Duties & Responsibilities - Building and maintaining business...

**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.**Requirements**: - Relevant...

-Introduction Role Purpose Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters. Requirements - Relevant Bachelor’s Degree or equivalent - 1 to 3 years Financial Service Exprience - Employee Benefit Consulting experience...

**Business Unit**:Discovery Connect **Function**:Brokers (FAIS Accredited) **Date**:16 Jan 2025 - Discovery Connect :Virtual Sales Consultant 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...

Minimum requirements: Bachelors degree in finance accounting or a related field 5+ Years experience in a Financial Manager role Proven track record in financial planning, cash flow management and cost control Strong proficiency in Evolution, paygate and MS Office Knowledge of accounting standards, financial regulations and compliance requirements Consultant:...

Job OverviewThe Executive Financial Planner plays a pivotal role in providing expert financial guidance to clients, ensuring their complex needs are met through tailored solutions.About the RoleDevelop and implement comprehensive financial plans that address clients' unique circumstances.Cultivate strong relationships with clients, understanding their goals...

About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...

Gauteng, Sandton - R R20 000 - R R25 000 Monthly (Monthly Incentives )- Our Client in the Insurance Industry is seeking an enthusiastic Payroll Consultant based in Sandton **Minimum requirements**: - Must have Grade 12 - Relevant Tertiary qualification required - Must have 2 to 5 Years Payroll Experience and working knowledge of all payroll functions -...

This 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...

**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - To assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients **Requirements**: - 3 - 5 years’ consulting experience within employee benefits...

**Business Unit**:Sales & Distribution**Function**:Sales Management (FAIS Accredited)**Date**:3 Oct 2024**Discovery Estate Preserver** **Testamentary Consultant** **100% Commission only role** **Sandton** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in...

Company OverviewWe are SET Consulting, a leading consulting firm dedicated to delivering exceptional financial management services. Our team of experts is passionate about helping businesses achieve their goals through strategic financial planning and reporting.Job DescriptionWe are seeking an experienced Group Accountant to join our team. The successful...

Build Your Own Business Within a Business If you possess exceptional characteristics, an entrepreneurial flair, and a desire to start your own business within a business, we have an exciting opportunity for you. As a Financial Advisor, you will join our dynamic team and have the chance to build your own client base, make strategic decisions, and drive your...

Minimum requirements:MatricMinimum 2-5 years experience in external sales B2B SalesFood / Science related backgroundExperience in Home and Personal Care sector would be advantagesProven sales excellenceBuild and maintain sound relationships with customersGrow current businessFully bilingualFinancial and business acumen - sales budgetsComputer literateOwn...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...