Financial Advisor Outbound

Associate Financial Adviser - Discovery Location: Rand Park Ridge & Sea Point Cape Town Reporting to Franchise Principal Remuneration: R20 000 - R35 000 & commission About the Role: **Requirements**: - 3> years financial planning - Discovery product accreditations - Discovery Smart Advice and other tools proficient - RE5 - Class of business - Full industry...

About the Opportunity:We are seeking a talented Strategic Financial Advisor to join our team at Network Recruitment.Key Responsibilities:Collaborate with clients to understand their business needs and objectives.Create comprehensive business cases to support decision-making processes.Analyse financial statements and market trends to prepare comprehensive...

Leading Financial Services Company in Gauteng is looking for Financial Advisors with a minimum 3 year experience in Commercial Business Insurance. Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account...

Financial 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...

**Introduction** - Metropolitan is one of the services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also...

**JOB PURPOSE** The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **RESPONSIBILITIES** **Sales Opportunities Creation** Develop a personal network...

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...

**Senior Legal Advisor** **Midrand** To advise on business direction based on legal risk management interpretation and ensure the provision of a quality legal service that fulfils a statutory, reporting and legal advisory service to all business units within the division. **Legal risk management**: - Maintain awareness of ongoing legal risks, new...

We are a young Debt Counselling company that helps our clients manage their debt. Based in Midrand, we are seeking an experienced outbound sales agent to join our growing team. **Requirements**: - At least 1 year's experience in outbound Debt Counselling/Debt Review or Financial Industry sales. - Matric (Essential). - Strong sales ability and target driven...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ 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. - Entrepreneurial and ambitious - Has strong business...

**Senior Legal AdvisorMidrand**To advise on business direction based on legal risk management interpretation and ensure the provision of a quality legal service that fulfils a statutory, reporting and legal advisory service to all business units within the division. Duties & Responsibilities **Legal risk management**:Maintain awareness of ongoing legal...

**Overview**: The incumbent will be stationed within a professional outbound and inbound call centre environment that renders financial intermediary and advisory services to clients by providing various quotations that best suits clients' needs for extended vehicle warranty, service and maintenance plans. The successful hire will be expected to cold-call a...

Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals.Sales...

**Direct Reporting Line**: Head : Finance Varsity College is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications...

**Direct Reporting Line**: **Head : Finance** Varsity College is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications...

**To supply** Spare Parts and Accessories to retail and internal customers in a prompt and accurate manner. **1. **Position Description** **Key performance areas (to translate into a measure of success)** - Parts Sales - Service/Workshop Department Support - Customer Service - High level of communication with customers and suppliers **Main Outputs and...

About MezzanineWe build and deliver innovative digital solutions for enterprise customers across Sub-Saharan Africa.Founded in 2012, we have established ourselves as thought leaders in various verticals - agricultural, financial inclusion, health, and utilities.We are a home-grown African company delivering value to the people of Africa and a subsidiary of...

Job Description:(IOCO) is seeking a highly skilled Sales Manager to lead our financial operations team. As a key member of our organization, you will be responsible for managing full lifecycle of financial deals, ensuring accuracy and timeliness in disbursements, and maintaining high standards of record-keeping.Responsibilities:Manage complex financial...

Matric Full qualifications (NQF 4 with 120 credits) Successfully completed the Class of business exams/s (if applicable) Financial Sector Conduct Fluent in English and Afrikaans Must be computer literate on a basic to intermediary level on Microsoft software. Own transport, laptop and cell phone is mandatory We also offer access to Life - Investments,...

Role Importance:The role of a Sales Manager at (IOCO) plays a crucial part in managing financial assets, enhancing administration processes, and maintaining financial agreement integrity via SAP CML system. This position requires advanced skills and expertise in managing complex financial transactions.Key Skills and Qualifications:Education: Bachelor's...