Financial Advisor Personal Lines

5 days ago


Umhlanga, South Africa Ikusasa Recruitment Group Full time

**Job description**:
Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service

Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque

**Responsibilities**:

- Selling of insurance products specialising in commercial and personal lines
- Advising clients on their nsurance needs
- Do 35 Quotations for clients per month and 5 referrals per month
- Obtaining New Business
- Obtaining your own leads
- Follow up on leads
- Building a client base
- Renewal of policies
- Building and maintaining good working relationships with clients,
- Client presentations Face to Face or group presentations
- Implement company strategy

**Education**
- Grade 12
- NQF Level 4 - Full qualification
- Regulatory examination (Representatives) RE5 successfully completed
- A minimum of 3 years´ insurance experience in personal lines required

**Salary**: R20,000.00 - R40,000.00 per month

Application Question(s):

- Do you have a RE5 Qualification or RE1
- Do you have 120 FAIS Credits
- Do you have your own vehicle


  • Financial Advisor

    1 week ago


    Umhlanga, South Africa Ikusasa Recruitment Group Full time

    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 Advisor

    1 day ago


    Umhlanga, South Africa Nkunzi Distribution (pty) Ltd Full time

    As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You will analyze clients' financial situations, develop personalized financial plans, and recommend investment strategies to help clients achieve their financial goals. **Responsibilities**: - Meet with clients to assess their financial...

  • Financial Advisor

    11 hours ago


    Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Company DescriptionOld Mutual Limited is a financial services company focused on Africa and its people. The company is listed on the Johannesburg Stock Exchange. Old Mutual has a history of empowering people and communities.Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Umhlanga. The Financial Advisor will be responsible...


  • Umhlanga, South Africa Ikusasa Recruitment Group Full time

    We are looking for Business Development Executives for the insurance industry Personal 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...


  • Umhlanga, South Africa YC Consulting (Pty) Ltd Full time

    The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...

  • Financial Planner

    4 weeks ago


    Umhlanga, KwaZulu-Natal, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full time

    Lonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Delivering Exceptional ServiceAs a Financial Advisor at Old Mutual, you will be responsible for delivering exceptional financial services to clients. This involves providing personalized financial planning, risk management, and investment advice that meets their unique needs.To achieve this, you will need to possess a deep understanding of financial markets,...

  • Financial Advisor

    5 days ago


    Umhlanga, South Africa Featherway Recruiting Full time

    **Financial Advisors - Experienced** We are looking for experienced Financial Advisers to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. Remuneration R15 000 -R20 000pm **Job description.** - Sourcing and meeting potential clients. - Establish...


  • Umhlanga, South Africa Quantum Recruitment Pty Ltd Full time

    Our client is searching for Financial Advisor's for their Life and Investments portfolio. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. **Build your own Long term insurance and investment portfolio by**: - Being able to prospect for new clients through...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Job DescriptionThis is an exciting opportunity for a skilled Financial Advisor to join the Old Mutual team in Umhlanga. In this role, you will be responsible for delivering personalized financial services to clients, focusing on financial planning, risk management, and investment guidance.You will need to have a solid understanding of financial markets,...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    About the CompanyOld Mutual Limited is a leading financial services company serving Africa and its people. The company has a rich history of empowering communities and individuals through its services.This opportunity is part of the Business Manager team within Old Mutual Personal Financial Advice. As a Financial Advisor, you will play a crucial role in...

  • Financial Planner

    4 weeks ago


    Umhlanga, KwaZulu-Natal, South Africa Envestpro Full time

    Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success?About EnvestproWe are a community of entrepreneurs dedicated to helping each...

  • Clinical Advisor

    7 days ago


    Umhlanga, KwaZulu-Natal, South Africa Ozone Clinic Umhlanga Full time

    Ozone Clinic Umhlanga is a healthcare organization committed to improving patient well-being and quality of life through innovative ozone therapy solutions.We are seeking a skilled Clinical Advisor to join our team in Umhlanga. In this role, you will provide health and wellness consultations, develop personalized wellness plans, and offer nutritional...


  • Umhlanga, South Africa Nutuncx Full time

    WE ARE HIRING FINANCIAL CUSTOMER SERVICE ADVISORS! Nutun CX is an award winning top employer offering an opportunity for vibrant self starters with a hunger to grow. *Must have*: Completed Matric (Over 60% in Accounting is Advantageous) 1 year working experience on an International Campaign 1 year experience in a BPO/Contact Centre agent role Send a 1...


  • Umhlanga, South Africa I.J. Duncan Full time

    We are a professional short-term insurance brokerage based in the Umhlanga Area, seeking an office-based internal broker to join our underwriting team. You will be working in a team under the supervision of the directors, and will be handling mainly personal underwriting queries and administration for both new and existing clients. You will also be...

  • Graduate Advisor

    2 weeks ago


    Umhlanga, South Africa PPS Recruitment Full time

    **Job Advert Summary**: This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. **Minimum Requirements**: **Formal...


  • Umhlanga, KwaZulu-Natal, South Africa Customer Experience People SA Ltd Full time

    About our client Were a proud partner to leading insurer, who takes the worry out of appliance breakdowns for almost 9 million customers in the UK. Right now, were recruiting Inbound Sales and Service Advisors in a role that offers great development and working environment. What will you be doing? As an Advisor in our busy Inbound Sales and Service...


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Role OverviewThe role of a Financial Advisor at Old Mutual is centered around providing expert financial planning, risk, and investment advice to clients.This full-time position is based in Umhlanga, where the successful candidate will be responsible for delivering high-quality financial services, including financial advisory, retirement planning, and...


  • Umhlanga, South Africa Sanlam Full time

    Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...


  • Umhlanga, South Africa Sanlam Full time

    Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...