Financial Advisor

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...

Our client in the Insurance industry is currently looking for a **Financial Advisor**, in Midrand. **Responsibilities**: - Understand client's financial goals and assist in creating strategies. - Maintaining client relationships. - Identify financial strategies. - Preparing financial projections using calculations and research. - Sourcing leads for the...

Our client is the holding company of some of South Africa’s leading and innovative financial institutions. They looking for ambitious Financial Advisors to assist in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for...

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...

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As a Client Services Team Lead, you will play a pivotal role in ensuring our clients receive top-notch service and support. You will lead a team dedicated to building strong client relationships, resolving inquiries efficiently, and...

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...

**Job Duties/Responsibilities will include**: Management Reporting and Analysis of accounts Ensure all control accounts are reconciled monthly Monthly Income statement and balance sheet reconciliations Assist Regional Managers with financial information Review and distribution of Advisor commission statements Assist with Advisor queries until resolution...

**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...

Role Description This is a full-time role as a Commercial TiFinancial Advisor in Cape Town. The Commercial Financial Advisor will be responsible for day-to-day tasks such as selling commercial insurance policies towards achieving a target, providing customer service and maintaining client relationships. These daily tasks would be towards a bigger goal of...

General Legal Advice and research on NCA related matters Reviewing, interpreting and advising on contracts and other legal documents Liaison with creditors, attorneys and other external parties Advise on a variety of complex legal issues and legal risks Working with collaboratively with other departments to ensure efficiency Liaison with the various...

The successful applicant will be required to source own leads for car, home and contents new business and advise primarily on personal lines motor and household domestic insurance. 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...

**Company Description**: **Company Description** **About Deloitte**: **About the Division**: Our Assurance & Advisory services go beyond merely meeting statutory requirements. We help our clients perform better and achieve their business objectives. We listen to their needs, think about the business implications and tailor our approach accordingly. In...

- 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...

Our client in the insurance industry based in Midrand is looking urgently looking for a Personal Assistant. **Duties**: - Reporting to and assisting to financial advisor. - Assisting with claims. - Assisting with general admin. - Assisting customers on the relevant app. - Dealing with queries from the office. - Manage sales within the relevant app. -...

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,...

Contribute to the Medical Affairs activities in the country - in interaction with Regional Medical Affairs. **Location**: Midrand, Johannesburg **Education and Experience**: - Bachelor degree in Medicine required, with Microbiology Pathology qualification highly preferred. - Minimum 3 years continuous clinical experience in a hospital setting. - Minimum 5...

**Job description** **THE ROLE** Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment Business Development Consultants advise primarily on motor and household domestic insurance. Business Development Consultants who are TARGET DRIVEN You will engage with...

Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationCustomer Relationship Management / Account ManagementCustomer Relationship Management (CRM) DataOperational CompliancePersonal Capability BuildingEDUCATION Matric/SAQA Accredited Equivalent (Essential)Full...

Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account Management Customer Relationship Management (CRM) Data Operational Compliance Personal Capability Building EDUCATIONÂ Matric/SAQA Accredited Equivalent...

An integral contributor to the commercial function of the business. - Assist the Commercial Manager and business in various commercial related tasks in support of the business commercial needs. - Assist Business Development in business winning activities. - Lead and co-ordinate the proposal function. - Ensure compliance with policies, procedures and...