Tied Advisor

7 months ago

Durban, South Africa Moladira Skills Full time

**Tied Advisor**

**Role Purpose**
- Engage with prospective clients to understand their financial needs.
- Provide financial advice and recommend Life and Investment products that align with the clients’ financial requirements.
- Accurately record client information, produce records of advice and sales details
- Achieve sales, quality and conversion targets.
- Comply with legislative regulations and adhere to all compliance requirements.

**Requirements**:

- 1-2 Years Experience in a similar role.
- Completed First Level Regulatory Examination. (RE 5)
- Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification.
- Digitally Dexterous
- Fully Mandated (Not Under Supervision) for the following FAIS Subcategories

***

**Completed Class of Business**
- Retail Pension Fund Benefits
- Long-Term Insurance
- Investments

  • Tied Financial Advisor

    4 months ago

    Durban, South Africa Moladira Skills Full time

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

  • Tied Financial Advisor Dbn

    5 months ago

    Durban, South Africa Moladira Skills Full time

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

  • Financial Advisor

    2 days ago

    Durban, South Africa Ikusasa Recruitment Group Full time

    We are looking for 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 The Financial Advisors will be selling short term insurances motor and household domestic insurance. - Basic R 18000.00 PLUS uncapped commission...

  • Wealth Management Advisor

    2 months ago

    Durban, South Africa Ishumi Consulting Full time

    NATIONAL (countrywide requirement) financial services brand with _added benefit of independent flexibility_ seeks various levels of FINANCIAL & WEALTH PLANNERS/FINANCIAL ADVISORS ONLY Executive, Senior and General Financial & Wealth Planners will be considered for these roles, PLEASE DO NOT APPLY IF YOU DO HAVE THE FOLLOWING ESSENTIAL REQUIREMENTS: -...

  • Sales Consultant: East Coast Region

    4 hours ago

    Durban, South Africa Sanlam Full time

    Sales Consultant: East Coast Region (PG9/10) : Umhlanga Date: 14 Jan 2025 Location: Durban, KwaZulu Natal, ZA Company: Sanlam Group Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have...

  • Provincial Manager | Durban

    5 months ago

    Durban, South Africa The Recruitment Council Full time

    Our client is seeking a dynamic Provincial Manager to bring the company's financial planning advice strategy to life, aligning with their mission to protect and build clients' financial dreams. This role involves expanding the company's presence, meeting sales targets, fostering professional practice management, and creating a culture of advice. The...

  • Financial Advisor Short Term Insurance

    2 weeks ago

    Durban, South Africa Ikusasa Recruitment Group Full time

    We are looking for Business Development Consultants 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 Business Development Consultants for motor and household domestic insurance. Basic R 18000.00 plus uncapped commission plus Medical...

  • Finacial Advisor

    7 days ago

    Durban, South Africa Ikusasa Recruitment Group Full time

    We looking for Business development consultants with experience inlead generation 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 Business Development Consultants advise primarily on motor and household domestic insurance You must be...

  • Sti Business Development Consultants

    2 weeks ago

    Durban, South Africa RMV Solutions Full time

    We are looking for a motivated and entrepreneurial Face to Face Sales Advisor to join our personal lines team! This is a direct sales role (face-to-face), where the incumbent will be required to source their own new business leads to sell combined (comprehensive) short-term insurance for **car, home, and contents cover.** The Business Development Consultant...