Financial Adviser

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...

**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 Advisor** 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...

**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...

**Title**:Intermediary Financial Consultant** Our client, based in **Hermanus,** is looking to hire an **Intermediary Financial Consultant** to join their company, in the **financial industry**, **as soon as possible.** **Job overview**: The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This...

**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,...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and commercial lines And do customer service Basic R 35000.00 plus commission **Responsibilities**: - Selling of short-term products specialising in commercial and personal lines - Advising clients on their short-term insurance needs -...

**Key Requirements**: - Tertiary qualification, i.e., Certificate/ Diploma or Degree. - Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience. - FAIS Regulatory Exam (RE5). - Exposure to and/or theoretical knowledge of FICA legislation. - Approximately five years’ experience in a reasonably complex process...

**Reference**: 9400 CM **Consultant**: Christa Mostert First point of contact for all Marketing leads, to qualify leads into prospective customers. Gather, compile, and analyses financial and personal customer data. Gain a full understanding of customer’s situation and objectives, explaining the Group service offering and tactfully guiding and advising...

Company industry: Financial Services Job location: Hermanus, Western Cape Career level: Mid-level Employment status: Full Time Qualification: Certificate: NQF 4 Short Term Insurance and RE Years of experience: 5 years PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and commercial lines And do customer service **Responsibilities**: - Selling of short-term products specialising in commercial and personal lines - Advising clients on their short-term insurance needs - Quotations for clients - Obtaining New...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R35000-00 (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...

**Reference**: CM 6820 **Consultant**: Christa Mostert **Description**: Main purpose is to generate leads from the referral program in line with the budget set from this channel Full responsibility for the Marketing and Management of the Company’s Referral Program Representing the Company at various Marketing events such as Expo’s, etc. Signing up...

**Listing reference**: 018557**Listing status**: Online- **Position summary** **Industry**:FMCG & Supply Management - **Job category**:Retail Operations**Location**:Hermanus - **Contract**:Permanent**EE position**:Yes**Introduction** - To build and manage a commercially viable clinic through the promotion and delivery of professional, value-adding clinic...

**Listing reference**: 016269**Listing status**: Online- **Position summary** **Industry**:Health & Fitness - **Job category**:Retail Operations**Location**:Hermanus - **Contract**:Permanent**EE position**:Yes**Introduction** - To build and manage a commercially viable clinic through the promotion and delivery of professional, value-adding clinic services...

**Service Consultant** - Requisition Number-135553- Closing Date-26 August 2024- Location - Hermanus- Job Family- Sales and Service- Career Stream- Client Service- Leadership Pipeline- Manage Self: Technical (MST)**Job Purpose** - To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash...