Financial Consultant

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. **Financial Advisor Responsibilities**: - Talking to clients to determine their expenses, income and...

**Sales Consultant** Contract Junior EE position R7,500 - R17,000 pm **Responsibilities** Establish and maintain a professional relationship with clients Continue their assessment of a client's needs and business objectives Help develop initiatives to increase customer satisfaction and retention Upsell a company's services and solutions. Manage a client's...

Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.Preference will be given to candidates with a CFPRE5 is essentialHave completed relevant class of business and product specific trainingFAIS compliant (continuous professional development)Completed supervision for long-term insurance categoriesAbility to function at a strategic...

Required Qualifications Relevant accounting qualification Technical Competencies and responsibilitiesMinimum of 5 years of experience in the property industry.MDA Property Management system experience.Managing the financial function of property portfolios and other group businesses.Oversee financial functions and reporting on property developments.Manage...

**Department: Marketing** VACANCY: Sales Consultant (Based in Chatsworth) **Competencies required**: - Knowledge in the various education spheres - People’s person with an outgoing personality - Great Written and Verbal Communication Skills - Presentation and Product Demonstration skills - Target Market Analysis - Telephone etiquette. **Duties and...

What will make you successful in this role? - Conduct financial needs analyses and drafting of plans by: o Gathering appropriate information regarding client’s needs and requirements o Analysing all relevant information obtained o Generating quality recommendations that are legislatively compliant - Create financial plans and solutions for presentation to...

Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our Vision:...

We are looking for Financia Advisors for the insurance industry Personal and Commercial lines 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 Business Development Consultants for motor and household domestic insurance. Basic R...

Company Description About Us: TLT Appointing provides recruitment serves via a team of specialist recruitment consultants in the following areas Finance, HR, IT & Telecommunications, Financial Services, Engineering, FMCG & Retail, Consulting & Professional Services, Public Sector, Executive Search **Job Description**: - Diarizing accounts for follow up on...

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients, financial advisors, and the...

A boutique accounting and consulting firm is looking for a dynamic individual to join their team to service an overseas large corporation. **Responsibilities**: - Record, verify, consolidate, and enter transactions - Prepare and record asset, liability, revenue, and expenses entries by compiling and analyzing account information - Maintain and balance...

**Main Purpose of Role** To serve in a sales & services role within the business. Attend to walk in customers wrt. new sales & existing. Receive inbound calls from clients in order to service. Make outbound calls, wrt. service & verification. Follow up with clients, DC's & creditors. **Skills Required**: 1. Basic computer skills. 2. Strong telephone...

**Main Purpose of Role** To manage and achieve the required daily, weekly and monthly targets with regard to unpaid debits/debt owed to the company. Ensuring the accurate and timely invoicing of customers. Setting individual payment collection goals and targets for yourself. Creating and implementing a strategy to improve the collection of outstanding...

Job BriefWe are currently seeking a Senior SAP FI Consultant to join our team. As a Senior Consultant, you will leverage your expertise in SAP Financials (FI CO) module to lead and support implementation, customization, and optimization initiatives. This role offers an exciting opportunity to contribute to high-impact projects in a dynamic consulting...

**Advertisement for: Insurance Sales Consultant** Want to be a part of a bigger journey of change, join Pioneer Group as they expand their well proven and successful 10 years’ experience in the Financial Sector industry, grab this career rewarding chance, which allows you to fulfil your dreams and goals, in a funny, enjoyable, and exciting environment. We...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

An exceptional opportunity awaits a dynamic individual with the right qualification and experience to assume the position of a Chief Financial Officer. This person will be responsible for the full financial function within the organisation including financial reporting, preparation of management and statutory information for both internal and external...

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients and the marketplace. - Resolve...

Minimum Job Requirements:B.Com with Accounts 3 essential.Min 5+ years in a finance function.Supervisory/Management experience essential.Good IFRS knowledge.Good Excel skills.Syspro experience an added advantage.Competencies:Strong planning and organisation skills.Attention to detail.Time management skills.Positive attitude.Self-disciplined.Motivated team...

Minimum Job Requirements:B.Com with Accounts 3 essential.Min 5+ years in a finance function.Supervisory/Management experience essential.Good IFRS knowledge.Good Excel skills.Syspro experience an added advantage.Competencies:Strong planning and organisation skills.Attention to detail.Time management skills.Positive attitude.Self-disciplined.Motivated team...