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...

Associate Financial Adviser DiscoveryLocation: Rand Park Ridge & Sea Point Cape TownReporting to Franchise PrincipalRemuneration: R R35 000 & commissionAbout the Role:Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other tools proficient RE Class of business Full industry related qualification Reliable...

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...

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...

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 business. Reanalysis of...

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 shortterm 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 referals...

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...

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...

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 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...

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...

Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng. - Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. - Source referrals and recommendations from existing customers and contacts to...

Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng. Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities. Source referrals and recommendations from existing customers and contacts to enhance...

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...

Responsibilities: Sales Opportunities CreationDevelop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and...

Responsibilities: Sales Opportunities CreationDevelop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and...

Responsibilities: Sales Opportunities CreationDevelop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and...

**VACANCY ADVERT** **Position ** **BUSINESS SUPPORT ADVISOR** **Location ** **GAUTENG REGIONAL OFFICE - Midrand** **Type** **Full-time, Permanent Position** **Date ** **14 February 2023** **Closing date ** **22 February 2023** If you have a growth mindset, resilience and response-ability (yes, we spelt that correctly), operate pro-actively, are...

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...