Financial Advisor

**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...

**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...

Job Overview:We are seeking a highly experienced Strategic Financial Advisor to join our team at Boardroom Appointments. The successful candidate will be responsible for providing financial expertise and guidance to support the strategic goals of our company.

**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...

Do you have a passion to help people create wealth and help them secure their futures? If you answer is yes then move and become one of Libertys Risk Advisors. Your journey with Liberty will start with family and end with family. Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to...

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,...

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...

**Financial Analyst** As a Financial Analyst at B6 Masterminds (ThinkTank), you will play a crucial role in providing financial insights and strategic guidance to support our initiatives. Your responsibilities will include conducting in-depth financial research, analysing economic trends, and developing financial models to inform decision-making by senior...

**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...

This Cash Management processes company is looking for a top class contact centre Advisor : To perform to the best of your abilities all duties and responsibilities as reasonably assigned to you. You will do your best to protect and promote the business and interest of the company and to preserve its reputation and goodwill at all times. Duties and...

Gauteng , Sandton (Market related) Our prestigious client in the Public Sector has an opportunity available for a Legal Advisor in the Sandton and Pretoria area. This is a fixed term contract for 36 months. **Requirements**: - Minimum Post-graduate Law Degree (4 Year qualification) - A relevant higher qualification will be an added advantage - A...

This leading Asset Manager is seeking a highly skilled Financial Advisor Liaison Consultant to join their Customer Services team.Key Responsibilities:Manage the workflow of work items (Instructions, queries, requests) efficientlyResolve rejections via email or telephonic communicationManage exceptions for internal and external stakeholdersLog and resolve...