Branch Advisor Fais

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...

**What will you do?** - PURPOSE OF THE ROLE - To provide various operational, administrative, and reporting activities across all channels to support theeffective and efficient working of the branches and advisors.**What will make you successful in this role?** - 1. On boarding and administration of advisor/SAI’s and new broker contracts: - Conduct the...

-Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Role Purpose Plan, lead and direct the...

Job Description As part of our team in FNB Points of Presence, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested. Now’s the time to imagine your potential in a team where you can become the best version of yourself. Are you someone who can: - Build...

Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. - Build and maintain strong relationships with clients. - Provide a positive customer experience by...

**Job description** - Our client requires financial advisors with RE5 accreditation, 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...

Job OverviewAon is seeking a highly experienced and skilled Branch Manager to lead our operations in Cape Town.The successful candidate will be responsible for ensuring that revenue and profit targets for all areas represented in the branch are achieved. This includes managing the branch, overseeing the effective and efficient operation of the branch, and...

**Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...

**Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 126-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but...

**Old Mutual Agency Franchise: recruiting Qualified Financial Advisors in Cape Town / Overberg Area** Join our dynamic team of passionate individuals! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Requirements**: - Grade 12 Certificate -...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating...

**Old Mutual Agency Franchise: Recruiting Qualified Financial Advisors in Cape Town / Hermanus Area** Join our dynamic team of passionate Advisors! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. Independent Brokers welcome. Lets have a chat,...

**Sales and Service Advisor** - Requisition Number: 137295 - Closing Date: 13 December 2024 - Location - Cape Town - Table View - Job Family - Sales and Service - Career Stream - Sales - Leadership Pipeline - Manage Self: Technical (MST) - FAIS Affected - FAIS Affected - Yes **Job Purpose** - To create great client banking experiences in the smaller branch...

We are seeking a highly motivated and results-driven individual to join our team as a Sales and Service Advisor - Branch External. In this role, you will have the opportunity to make a real difference in the lives of our clients, providing them with tailored solutions that meet their unique needs and aspirations.Job DescriptionYour primary responsibility...

**Old Mutual Agency Franchise: Recruiting Qualified Financial Advisors in Cape Town / Hermanus Area** Join our dynamic team of passionate Advisors! We want high-achievers, collaborators, self motivated, people-orientated advisors with entrepreneurial drive and eager to make positive changes to clients lives. **Independent Brokers**welcome. Lets have a...

**Senior Finanacial Advisor** **Must be eager to grow and bring in NEW Business** **MINIMUM REQUIREMENTS**: - Matric / Grade 12 - Financial Degree - Must have your own reliable transport and a valid driver’s license - Proven record of accomplishment in a high-performance sales environment as a Financial Advisor - FAIS RE5 is compulsory - Clear ITC and...

**FINANCIAL ADVISOR - SECURITIES TRADER (CPT)** **ROLE OF THE JOB**: - Strong sales and business development skills with a passion to work with people to build long term relationships - Solid work ethic and is committed to making a difference in the lives of our clients - Needs to be a team player with the ability to also work independently - A unique...

**Reference** - PE002190/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry **based in Cape Town is currently looking to employ **a **Financial Advisor (Risk Products)**.** **To provide and implement advice in respect of insurance needs and...

**Main duties and responsibilities**: - Actively identify, recruit, train and license new advisers - Vesting and managing existing advisors in the young professional marketplace - Agreeing on targets and service levels with advisors - Guiding young advisers to build a professional financial advisory practice - Providing constant communication and support to...

We are seeking suitably qualified Branch Managers to oversee all branch operations and ensure alignment to the organisational business goals.We require a tough-minded individual who deals with stress and negative feedback effectively and who is able to deal with pressure from staff, management, customers as well as meet business targets.The ideal candidate...