Financial Advisor

1 day ago


Centurion, South Africa Lanam Consulting Full time

**Job Title**: Financial advisors

**Reports to**: Sales Team Leader

**Contract Type**: Full Time - Independent contractor

**Expected start date**: April

**Monthly salary**: commission only (commission advance for the first three months)

Key Responsibilities
- Understand client’s needs and financial objectives
- Provide full support and solutions to meet client’s needs and financial objectives
- Analyze and interpret product summaries and performance reports
- Research potential leads from business directories, web searches, or digital resources
- Cross and upsell products (Funeral, Life, Medical, Investment products etc.)
- Attend regular training
- Meet and exceed sales target
- Identify places for marketing drives
- Create and maintain a list/database of prospective clients
- Analyze the financial implications of acquiring or cancelling of insurance products
- Recommend adjustments to client portfolios based on socio-economic life changes
- Build and retain clients by maintaining constant contact and providing excellent customer service
- Document sales by creating and updating client profile records
- Maintain honesty, integrity, and client confidentiality
- responsive management team

Minimum Requirements

Matric or equivalent

Yes

RE5

No but advantageous

Sales experience

12 months

Insurance experience

No but advantageous

Valid driver’s license and own car

No but advantageous

Own Smart Phone

Yes

Own laptop

Yes

Clear criminal record

Yes

Target driven

Yes

Ability to commute/relocate:

- Centurion, Gauteng: Reliably commute or planning to relocate before starting work (required)


  • Financial Advisor

    3 days ago


    Centurion, South Africa Dante Personnel Full time

    Gauteng, Centurion - Commission Only Financial Advisory Firm focusing on Long Term Insurance products, is looking for an established Financial Advisor to join their team, based in Centurion **Minimum requirements**: - Matric is required - Tertiary qualification in Financial Management or the equivalent will be beneficial - RE5 certification will be...

  • Financial Advisor

    2 months ago


    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

  • Financial Advisor

    2 months ago


    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...


  • Centurion, South Africa Pro-Match Recruitment Full time

    **Job title: Personal Assistant to Financial Advisor** **Reporting to: Financial Advisor** **Terms: full-time** **Location: Pretoria/Centurion** Key responsibilities & duties The ideal individual must have strong administrative, planning, and organizational skills. Detail orientated, structured, have good communications skills and the ability to...


  • Centurion, South Africa SydSen Recruit Full time

    Gauteng, Centurion - Negotiable (Negotiable) Senior Independent Financial Advisor - Centurion, Pretoria A well established company in Pretoria is looking for a **Senior Independent Financial Advisor **to join our awesome team. **Duties and Responsibilities**: - Build and deepens relationships by providing a high-quality client experience in all...


  • Centurion, South Africa Sydsen Full time

    A well established company in Pretoria is looking for a **Senior Independent Financial Advisor **to join our awesome team. **Duties and Responsibilities**: - Build and deepens relationships by providing a high-quality client experience in all interactions. - Promote financial products offered by the various product providers - Obtain and review clients...


  • Centurion, South Africa Health Solutions Full time

    **Introduction** Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set...


  • Centurion, South Africa Health Solutions Full time

    **Introduction** - Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined...

  • Financial Advisor

    4 weeks ago


    Centurion, South Africa iMasFinance Full time

    Job title : Financial Advisor - Centurion Job Location : Gauteng, Centurion Deadline : December 12, 2024 Quick Recommended Links Jobs by Location Job by industries Job Outputs: Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads  Servicing new and existing members Quality control of...

  • Financial Advisors

    7 months ago


    Centurion, South Africa Ikusasa Recruitment Group Full time

    We are looking for Financia Advisors for the insurance industry Personal and Commercial lines 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...

  • Transaction Advisor

    7 days ago


    Centurion, South Africa Dynexity Full time

    My client - a leader in Financial Advisory is looking for a Transaction Advisor to join their team. Must have relevant Bachelors Degree (Finance/Chartered Accountant or relevant Engineering) with minimum 5 years experience in Project Finance environment -having worked on Energy /Mining/ infrastructure /Real Estate projects. Required capability in conducting...

  • Financial Consultant

    7 months ago


    Centurion, South Africa Ikusasa Recruitment Group Full time

    Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

  • Financial Advisor

    7 months ago


    Centurion, South Africa Ikusasa Recruitment Group Full time

    **Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (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...


  • Centurion, South Africa Ikusasa Recruitment Group Full time

    Commercial 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 Momentum Insurance. Commercial Financial Advisors will be expected to source leads and achieve sales targets primarily on Commercial Insurance. Basic R...


  • Centurion, South Africa Ikusasa Recruitment Group Full time

    We looking for Financial Advisors for commercial lines for short term insurances - Who are expected to generate their own leads - Reach targets - Maintain your leads generation matrix - Close the deal - Meet continuing professional development objectives as required by the industry Keep up to date and fully informed on product comparisons with opposition...

  • Retentions Advisor

    7 months ago


    Centurion, South Africa Momentum Insure Company Limited Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

  • Client Care Advisor

    7 months ago


    Centurion, South Africa Momentum Insure Company Limited Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Centurion, South Africa Momentum Corporate Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Centurion, South Africa OUTVest Full time

    Company Description OUTvest is a new generation online investment advisory service for retail clients and we seek a passionate individual to work within our dynamic Investment Sales team, as an investment sales specialist. This role is suitable for someone who wants the opportunity to redefine and revolutionise the role of investment sales in the eyes of...

  • Financial Advisor

    2 weeks ago


    Centurion, Gauteng, South Africa Profession Hub Full time

    Job Title: Insurance Industry SpecialistWe are seeking a highly skilled Insurance Industry Specialist to join our team at Profession Hub. This is an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.About the Role:Analyzing clients' financial status and providing expert guidance on different...