Investment Consultant Expert

Momentum is a financial services provider with a strong entrepreneurial spirit and innovative culture. Our goal is to help individuals create and preserve wealth through our insurance, income protection, and investment products.Job DescriptionThe Investment Consultant will craft meaningful partnerships with independent financial advisors (IFAs) to provide...

About Momentum">Momentum Metropolitan Holdings Limited is a leading financial services provider with a rich history dating back to 1966. Our entrepreneurial spirit and innovative culture drive us to deliver exceptional value to our clients through our understanding of the retail insurance, savings, and investment markets in South Africa.">We are committed to...

Role PurposeThe Investment Consultant crafts strong partnerships with independent financial advisors (IFAs), fostering long-lasting relationships that drive business growth.This role requires exceptional product, market, and sales knowledge, as well as first-class service delivery and business analysis skills.The successful candidate will be responsible for...

About the RoleThe Investment Consultant will be responsible for crafting passionate, self-starter, energetic, and meaningful partnerships with investment and wealth independent financial advisors (IFAs). The ideal candidate will have a strong understanding of product, market, and sales knowledge to set them apart from their counterparts.Key...

Job OverviewMomentum seeks a skilled Investment Consultant to craft passionate partnerships with investment and wealth independent financial advisors (IFAs). This role requires in-depth knowledge of investments, wealth management, and industry trends.

We are looking for a highly motivated and experienced Investment Strategy Consultant to join our team. The ideal candidate should have a deep understanding of financial planning and investments.">Responsibilities:">">Identify new business opportunities within our existing and new client base.">Build and maintain good relationships with clients.">Provide...

Role SummaryWe are seeking an experienced Insurance and Investments Specialist to join our team at Ultra Personnel. In this role, you will be responsible for providing expert advice on life and short-term insurance needs to clients across various industries.Key QualificationsMinimum 5 years' experience as a Broker Consultant or Life Insurance Agent.Prior...

Job OverviewWe are seeking a skilled Sales Consultant to join our team at Telesure Investment Holdings. As a Sales Consultant, you will be responsible for developing and maintaining customer relationships through telephonic sales.Key ResponsibilitiesMake calls to customers to develop new relationships or as a first point of contact.Interview customers to...

Telesure Investment Holdings is seeking a highly skilled and experienced Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for advising customers on our range of insurance products and services, as well as providing guidance on financial planning and management.The ideal candidate will have extensive...

Closing Date: 2025/06/30Reference Number: MMH230213-25Job Title: Talent Pool: Investment Consultant (KwaZulu-Natal)Position Type: PermanentRole Family: SalesCluster: Momentum Distribution ServicesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: KwaZulu-NatalLocation - Town / City: Pietermaritzburg and...

Job DescriptionWe are seeking a Financial Services Expert to join our team as an Investment Consultant. The successful candidate will be responsible for building and maintaining relationships with investment and wealth independent financial advisors (IFAs).ResponsibilitiesDeveloping and implementing strategies to strengthen SIC/IFA business...

Job DescriptionThe Customer Service Consultant will play a critical role in delivering exceptional customer experiences and driving business growth. The successful candidate will be responsible for:Key Performance IndicatorsFirst Call Resolution (FCR) rate of 80% or higherCustomer satisfaction rating of 90% or higherAverage Handling Time (AHT) of 5 minutes...

Customer Service PositionWe are seeking a highly motivated and results-driven Customer Service Consultant to join our team at Telesure Investment Holdings. The successful candidate will be responsible for delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesProviding expert-level customer service and support via phone,...

Gayede Bluestar - Sanlam Authorised is a leading provider of financial services in South Africa.We seek an experienced Financial Advisor to join our team, with key responsibilities including:Collaborating with clients to develop and implement financial plans.Providing expert advice on retirement planning and investments.Delivering high-quality financial...

We are seeking a highly skilled Investment Consultant to join our team at Momentum. As a key player in our business, you will be responsible for developing and maintaining relationships with independent financial advisors (IFAs).Job SummaryThe successful candidate will have excellent communication and interpersonal skills, as well as a strong understanding...

Sales Consultant : Budget Insurance (KZN)Telesure Investment Holdings2023-08-14 DurbanJob Ref # : T0750036Industry : AcademicJob Type : PermanentPositions Available : 5TIH is the holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an...

About Juner Financial ServicesWe are a financial broker dedicated to offering expert financial services and assistance in insurance and investment. Our goal is to provide individuals with the knowledge and tools they need to achieve their long-term financial objectives.Role OverviewThis full-time on-site role for a Financial Advisor involves bringing in...

About the TeamWe are part of Telesure Investment Holdings (TIH), a leading financial services provider in South Africa.Job Summary: As a Customer Service Consultant, you will be responsible for managing customer relationships, resolving claims, and providing exceptional customer service.Key Responsibilities:Customer Service: Deliver exceptional customer...

Tower Group South Africa (PTY) Ltd is seeking an experienced Financial Planner to join our team in the financial services sector.The ideal candidate will have a proven track record in sales and client relationship management, with expertise in providing expert financial planning and investment advice to clients.Responsibilities include:Providing expert...

Job Title: Financial Planning ExpertOasis Crescent is seeking a highly skilled and experienced Financial Planning Expert to join our team. As a key member of our team, you will be responsible for managing and growing your portfolio of clients while providing expert financial planning advice.To succeed in this role, you will need to possess excellent...