Financial Advisor Assistant

We require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs.Key Duties, but not limited to:Ensure all clients have a good...

Cape Town, South Africa | Posted on 04/02/2024 Origin Financial is one of the biggest IFA's in theSouth African market. We specialise in customized solutions and advice,tailored to each individual client's financial life cycle.We present a significant opportunity for experiencedfinancial advisors to grow and secure their financial practice in ourorganization...

At Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation. **Key Duties, but not limited to**: -...

**Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

LOOKING FOR QUALIFIED FINANCIAL ADVISORS - CAPE TOWN AREAWe want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive.Great value propositions. Training allowance of R50,000. Basic salary negotiable. Easy on-line training. Continuous in-house support. Above average commission split.Minimum requirements: RE5 Certificate 2 years...

Role Overview: The Financial Advisor markets insurance products and services to new and existing clients telephonically or by client appointments. Requirements: Matric / Grade 12 - Non negotiable Valid driver's license and own vehicle - AdvantageousClear Credit and Criminal Record6-12 Months sales experience Outbound / Inbound experienceGood verbal and...

**JOIN OUR DYNAMIC TEAM OF FINANCIAL ADVISORS!** **For recent graduates who want a career in sales with uncapped commission potential!** - A grade 12 (Matric) certificate - Excellent (written & verbal) communication skills - Proven computer literacy (MS Office Suite) - A clear criminal and credit record - 6-12 months of sales/retail experience - Previous...

Role Overview: The Financial Advisor markets insurance products and services to new and existing clients telephonically or by client appointmentsRequirements:Matric / Grade 1- Non negotiable Valid driver's license and own vehicle - AdvantageousClear Credit and Criminal Record6-12 Months sales experience Outbound / Inbound experienceGood verbal and written...

Role Overview:The Financial Advisor markets insurance products and services to new and existing clients telephonically or by client appointments. Requirements:Matric / Grade 1- Non negotiable Valid driver's license and own vehicle - AdvantageousClear Credit and Criminal Record6-12 Months sales experience Outbound / Inbound experienceGood verbal and written...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

JOB DESCRIPTION Screening of all other requirements relating to the financial transaction. Screening of confirmations of transactions / activities to ensure accuracy and correct reporting. Keep Client/Advisor informed of progress of all activities till completion. Liaise with Advisor and Client to establish what documents/ information is required for the...

Role Overview: The Financial Advisor markets insurance products and services to new and existing clients telephonically or by client appointments. Requirements: Matric / Grade 12 - Non negotiable Valid driver's license and own vehicle - Advantageous Clear Credit and Criminal Record 6-12 Months sales experience Outbound / Inbound experience Good verbal...

Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

Cape TownFinancial Advisors requiredOwn laptopSmart phoneAccess to a stable WiFi Network4. 2 Years Sales experienceMatric CertificateTeam Leaders with experience highly advantagesBenefits offeredKey IndividualQualified - RE1 + RE52. 1 Year experienceCOB - Longterm and Short-TermSubcategories: A,B and C + Short-Term InsuranceHealt/ Medical-Aid an...

Location: East Rand, Nelspruit, Durban, Western-Cape We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.   ...

Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.  Role...

Cape Town, South Africa | Posted on 03/06/2024 We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable and profitable, and ethical manner.Duties and Responsibilities:The role of Short-Term Advisor is divided into Categories of...

Job Number 68932Job Type PermanentJob Title Financial Advisor Assistant / AdministratorComputer Skills MS Excel,MS Outlook,MS PowerPoint,MS WordIndustry Financial ServicesCity Cape TownProvince Western Cape General admin duties. Data capturing. Liaising with Insurers and clients. Follow up with Insurers on outstanding documents. Setting up appointments for...