Financial Advisor: Funeral Cover

Discovery – Sales & DistributionFuneral Financial AdviserAbout DiscoveryDiscovery'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 own values align with those of Discovery. Our fast-paced and dynamic environment enables...

About the Role:This position involves marketing of funeral policies through strategic opportunity identification and relationship building. Providing financial advice to existing and prospective clients is also a key responsibility.The ideal candidate will be able to attend all meetings, seminars, training, and launches offered by Discovery Life and/or the...

Do you have RE5 qualification? Wanna earn BIG? An established brand wants you! Then this is your moment. Our Top Advisors average over R200 000 per month! Unlimited earning potential is the name of the game if you're a TOP performer and are serious about writing your own cheque. I am looking for self driven individuals who are business-minded to earn...

**Who we are** Traditional life insurance is complicated, time-consuming, still uses pen and paper, has 30 page onboarding forms and takes weeks to issue cover. But OneSpark is different. We’re using advanced technology and powerful AI to bring life insurance and financial advice into the 21st century to make life insurance instant, smart, affordable and...

Key Responsibilities:This role includes:Maintaining up-to-date knowledge of funeral policies and ensuring that sales strategies are aligned with company objectives.Identifying opportunities for growth and development within the funeral policy market.Building and maintaining relationships with existing and prospective clients to increase sales and...

Discovery Limited is a leading health and life insurance company that aims to make people healthier and enhance their lives.We are seeking a skilled Funeral Policy Administrator to join our team. The successful candidate will be responsible for administering Discovery Life funeral policies, building relationships with stakeholders, and delivering excellent...

Are you a detail-oriented individual with excellent communication skills? We are seeking a skilled Funeral Policy Administrator to join our team at Discovery Limited.The successful candidate will be responsible for monitoring the performance of the outsource business partner, building relationships with stakeholders, and delivering excellent service to...

**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:29 Oct 2024**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 own values align...

**Business Unit**:Sales & Distribution **Function**:Financial Advisors (Certified Financial Planner) **Date**:21 Jan 2025 **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 own values...

Our Client is looking for a Sales Consultant with experience from the Funeral Insurance Sector to generate revenue and achieve sales targets selling funeral insurance solutions to clients, with emphasis on building strong relationships, understanding stakeholder business needs, and providing solutions that meet the client's needs. **Key Responsibilities** -...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans and products - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to...

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

Required Skills and Qualifications:To be successful in this role, you will require:National Senior Certificate (Matric/Grade 12)Minimum 2 years of experience in funeral salesMinimum 3 years within the Financial Services industryIndustry related NQF 5 - 120 credits (advantageous)RE accreditation (advantageous)

**What you’ll be doing** - Selling and advising on individual life, group life and funeral policies and expanding into other areas of financial services as the products are launched. - Assisting OneSpark clients with anything policy or product related. - Maintaining a professional record of advice and ensuring all compliance is up to date. - Having access...

Do you have a passion to help people create wealth and help them secure their futures? If you answer is yes then move and become one of Libertys Risk Advisors. Your journey with Liberty will start with family and end with family. Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to...

ROLE PURPOSE We are looking for a dynamic and self-motivated individuals who are passionate about financial planning. As a Financial Advisor at Vizion Finance, powered by Old Mutual, you will render holistic financial advice tailored to clients' needs. KEY RESPONSIBILITIES 1. Sales Excellence · Prospect and generate own leads. · Provide financial advice on...

**REQUIREMENTS** - Matric, Tertiary qualification (BCom, Sales and Marketing or relevant degree) - Must meet the FAIS Act qualifications requirements. (RE5) - Minimum of 6 - 8 years within the insurance industry in a similar position - Experience - funeral, credit life, group life, disability, medical insurance & employee benefit products - Proven...

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...

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...

Gauteng, Sandton - R 1 000 000 - R 1 300 000 (Medical Aid, Provident fund, Life cover, Disability cover, Funeral benefit, Market related, Negotiable) **HEAD OF MARKETING, BRAND AND COMMUNICATIONS** **Join this well-know large firm with your Marketing and Brand expertise. Based in Sandton** **Generous package, including benefits** **Minimum...