Financial Advisor
7 months ago
Role Purpose
Managing and servicing of direct personal lines insurance portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the Insurance needs of clients, in conjunction with Financial Services Regulations.
**Requirements**:
- Matric/Grade 12
- 3 Years' Experience in Servicing
- 120 FAIS Credits
- Own vehicle
- RE5
- 12 CPD (continuous professional development) points
**Duties & Responsibilities**
- Source sufficient lead generating opportunities
- Maintain and update your Lead Generation Matrix on a weekly basis
- Once a quote is requested the consultant must arrange a one on one meeting with the client in order to conduct a proper needs analysis and offer professional advice
- Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building
- Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
- Keep up to date and fully informed on product comparisons with opposition products
- Ensure that you are up to date with all own product changes
- Meet all KPl's as laid down By the client
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times
- Meet continuing professional development objectives as required by the industry
- Maintain appropriate skills and knowledge in order to provide specialist, professional financial advice in all relevant business areas
- Maintain the required dress code and professional appearance
**Salary**: R20,000.00 per month
Application Question(s):
- DO YOU HAVE 3 YEARS EXPIERENCE SELLING FACE TO FACE
- DO YOU HAVE A RE5 OR A RE1
-
Finacial Advisor
7 months ago
Durban, South Africa GDS Financial Advisor Services Full timeWe are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...
-
Independent Financial Advisor
1 week ago
Durban, South Africa A1 Financial servisecs Full timeJoin a team of energetic financial advisers offering a very popular insurance product in the greater Durban areas. **Requirements**: Minimum of 12 Months Financial Advisor/Insurance industry experience. Matric Must be able to travel and see clients Knowledge of Financial services product-Desirable Engage in business to business - strongly...
-
Financial Advisor
2 weeks ago
Durban, South Africa Prestige IFA Jobs Full timeMy client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...
-
Financial Advisor
2 weeks ago
Durban, South Africa Prestige IFA Jobs Full timeMy client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...
-
Financial Advisor
2 weeks ago
Durban, South Africa Prestige IFA Jobs Full timeMy client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...
-
Financial Advisor
1 week ago
Durban, South Africa Lonfin Wealth Full timeAs a Financial Advisor, you’ve built a career based on your skills, training, and reputation. But, now it’s time to elevate your career and join a team of reputable Financial Advisor’s at one of South Africa’s largest financial services companies. Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise’s...
-
Financial Advisor
7 months ago
Durban, South Africa Attooh! Stride Full timeJoin Our Team as a Financial Advisor at Attooh! Stride Are you a driven and experienced financial advisor seeking a dynamic opportunity? We're looking for talented individuals like you to join our team. As a remote Financial Advisor, you'll have the flexibility to work from anywhere while enjoying the support and resources needed to excel in your...
-
Trainee: Financial Advisor to Broker
6 days ago
Durban, South Africa Providential Financial Services Full timeTrainee: Financial Advisor to Broker. Commission Based with Unlimited Potential (No prior experience required) Opportunities Nationally (Part-Time/Full Time) Work from home or our office, your own hours. Full training and support are offered. Are you interested in running your own business and training to become an Authorized Broker or Representative? A...
-
Financial Advisor
7 months ago
Durban, South Africa Micah Govender Developments Full timeWe have an exciting opportunity for experienced life and investment Sales advisors in KZN Job description: Serves as an advisor to provide an advice-based approach to financial solutions Actively solicits new and existing investments and insurance solutions Based on individualized needs analysis, prepares recommendations for customized financial solutions...
-
Financial Advisor
7 months ago
Durban, South Africa Hollard Life Insurance Full time**ATT: Long-Term Financial Advisors - Unleash Your Potential with Us** Are you a high-performing Financial Advisor seeking a rewarding opportunity to make your mark in the industry? Perhaps you're feeling underappreciated in your current role that doesn't provide the income that your talent deserves. Look no further - we're searching for driven...
-
Financial Advisor
7 months ago
Durban, South Africa SureX Full time**Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Durban, Kwazulu Natal- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Durban.**: We are a leading financial services company committed to providing top-notch...
-
Financial Advisors
2 weeks ago
Durban, South Africa Micah Govender Developments Full time**Business Description**: Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to...
-
Financial Advisor
3 months ago
Durban, South Africa Micah Govender Developments Full timeBusiness Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...
-
Financial Advisor
7 months ago
Durban, South Africa SureX Full timeSkyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...
-
Financial Advisor
2 days ago
Durban, South Africa Ikusasa Recruitment Group Full timeWe are looking for 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 The Financial Advisors will be selling short term insurances motor and household domestic insurance. - Basic R 18000.00 PLUS uncapped commission...
-
Financial Advisor
5 days ago
Durban North, South Africa SRG Recruitment Full timeOverview (Area:) Durban North (Salary:) Market Related (Ref: AG) Our client, an independent financial advisory practice, requires suitably qualified and experienced financial advisors to join their dynamic team in Durban North.
-
Investment Advisors for Growth
3 weeks ago
Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full timeLNL Financial Investment (Pty) Ltd is looking for skilled investment advisors to join our team. As an investment advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment opportunities.The estimated salary range for this position is R 90,000 - R 140,000 per annum, depending on...
-
Professional Services Advisor
3 weeks ago
Durban, KwaZulu-Natal, South Africa LCI Financial Services Full timeLIC Financial Services is a leading provider of financial services, and we are seeking a skilled and motivated individual to join our team as a Professional Services Advisor.About UsWe pride ourselves on providing exceptional customer service and building long-term relationships with our clients. Our team is dedicated to delivering high-quality financial...
-
Junior Financial Advisor
2 days ago
Durban, South Africa Rory Mackie & Associates Full time**Overview**: The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise. **Responsibilities**: - Responsible for assisting Senior...
-
Financial Advisor
3 months ago
Durban, South Africa Micah Govender Developments Full time**Shape Financial Futures: Join Our Team!** Leading Personal Finance company seeking experienced financial advisors in Kwa-Zulu Natal & Gauteng **We Offer**: - Fully equipped office space - Comprehensive admin and tech support - Professional development and coaching - Lead generation systems and training - Practice management and succession planning...