Financial Advisor

**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...

**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...

Select how often (in days) to receive an alert:Business Unit: Sales & DistributionDate: 27 Mar 2025About 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...

**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...

**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...

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...

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...

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...

**Business Unit**:Sales & Distribution **Function**:Financial Advisors (Certified Financial Planner) **Date**:21 Aug 2024 **Discovery - Sales & Distribution** **Funeral Financial Adviser** **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...

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...

**Business Unit**:Discovery Health **Function**:Medical Doctor **Date**:15 Jan 2025 **Clinical Benefit Advisory Team** **Medical Advisor** **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...

About us, purpose, experience and qualifications **about us**: **purpose**: - To play a key role in providing legal and compliance advisory role within Ashburton Investments**experience and qualifications**: - Qualified as an attorney or advocate is essential. - 3 years’ experience as a legal counsel/advisor in the financial services industry,...

Role SummaryWe are seeking a highly skilled Service and Support Agent to join our team at Zeal HR. The successful candidate will be responsible for delivering exceptional service to our financial advisors and their clients.About the Job:Key Responsibilities:Deliver detailed information to Financial Advisors regarding their clients' portfolios;Manage the...

Are you a motivated and experienced Senior Wealth Advisor looking for a new challenge? We have an exciting opportunity available at Discovery Limited.About UsWe are a forward-thinking company that is passionate about innovating and making a positive impact in society. Our goal is to help our clients achieve financial success while also making a meaningful...

About the RoleThe primary objective of this position is to provide centralized business development and para-planning support to our financial advisors. This involves working closely with senior BDMs to ensure each partner supports and executes on AW-endorsed advisory processes. Key responsibilities include assisting in growing Assets Under Management for...

We are seeking energetic driven Direct Sales Consultants - Financial Advisors who are willing to go that extra mile to build their own client base through strong lead generation for short term insurance with a strong drive to meet clients needs - The Basic is R 15000.00 to R 18000.00 plus uncapped commission plus pension plus medical - Six month - The Basic...

Our clients is looking for financial advisors to sell the short term insurance products in personal lines - Extensive knowledge of the Short-Term Insurance Industry - Thorough understanding of the short-term insurance industry and products - Thorough understanding of business principles - Be able to write 40 quotes a month and close 8 sales a moth and get 5...

We are seeking a highly skilled Financial Services Development Executive to join our team at Headhunters. As a key member of our team, you will be responsible for driving business growth through the execution of company-client endorsed advisory plans and annual reviews.Your primary objective will be to identify and develop client opportunities in each...

**Job Advert Summary**: Our client is looking for a Senior Legal Advisor To provide sound, clear and accurate legal advice to mitigate the legal risks that the is exposed to in its daily activities and Provide general legal advice, including legal research. the senior legal advisor will have to Structure, restructure, negotiate and re-negotiate corporate and...