Financial Protection Consultant

4 days ago


Pretoria, Gauteng, South Africa TWK Agri Full time

Role Overview

TWK Agri is seeking a dedicated Long-Term Insurance Broker to join our team in Pretoria. As a key member of our Insurance department, you will be responsible for providing expert advice on long-term insurance solutions to clients.

Main Responsibilities:

  1. Develop and implement effective sales strategies to increase business growth.
  2. Maintain accurate records of client interactions and policy details.
  3. Collaborate with colleagues to achieve business objectives.
  4. Stay up-to-date with industry trends and regulatory requirements.

Required Qualifications:

  • RE Qualification and industry certificates.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Valid driver's license and own vehicle.


  • Pretoria, Gauteng, South Africa Affinity International Full time

    Asset Protection AdvisorAffinity International is seeking a highly skilled Asset Protection Advisor to join our team. The successful candidate will be responsible for helping individuals protect their assets and achieve financial stability through expert debt management services.Main Responsibilities:Client Consultations: Meet with clients to discuss their...


  • Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Why Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...


  • Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    At Bayport Financial Services, we're on a mission to empower employees to take control of their financial wellbeing. As a Senior Financial Wellness Consultant, you'll play a pivotal role in helping our Corporate clients improve their overall financial health.Key Responsibilities:Evaluate employees' financial situations and provide tailored solutions for...


  • Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    Become a key member of our team at Bayport Financial Services as a Senior Financial Wellness Consultant. In this role, you'll have the opportunity to make a positive impact on the financial wellbeing of our Corporate clients.About the Position:This is an ideal position for someone who is passionate about helping others achieve financial stability. You'll be...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...


  • Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    We're seeking a highly skilled Senior Financial Wellness Consultant to join our team at Bayport Financial Services. This is an excellent opportunity to make a real difference in the lives of our Corporate clients and help them achieve financial stability.About the Role:This role will involve working closely with employees to assess their financial...


  • Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    As a Senior Financial Wellness Consultant at Bayport Financial Services, you'll play a vital role in empowering our Corporate clients to take control of their financial wellbeing. We're looking for an experienced professional to join our team and make a meaningful impact.About the Role:This position involves working closely with employees to assess their...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Key ResponsibilitiesClient ConsultationsConduct thorough client assessments to identify their financial goals and objectivesDevelop personalized financial plans to meet clients' needsFinancial Planning and AdviceProvide comprehensive financial planning and investment advice to clientsMaintain accurate records of client interactions and plan progress


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    BetterSure Financial Consultants is seeking a highly skilled Claims Consultant to join our team. As a key member of our insurance claims processing team, you will be responsible for managing the end-to-end claims process for life insurance, ensuring that all claims are processed efficiently and in compliance with regulatory requirements.The ideal candidate...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...


  • Pretoria, Gauteng, South Africa Pro Select Consulting Full time

    We are seeking an experienced Financial Services Consultant to join our team in the Pretoria Region.Key ResponsibilitiesThe successful candidate will be responsible for:Developing and executing sales strategies to achieve business growth objectives.Consistently delivering and exceeding on allocated sales targets through effective relationship-building and...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...


  • Pretoria, Gauteng, South Africa Bayportsa Full time

    Senior Financial Wellness Consultant - PretoriaJoin to apply for the Senior Financial Wellness Consultant - Pretoria role at Bayport Financial Services.Job title: Senior Financial Wellness Consultant - PretoriaJob Location: Gauteng, PretoriaDeadline: March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are to assist...


  • Pretoria, Gauteng, South Africa Bayportsa Full time

    About the RoleWe are seeking a seasoned professional to fill the position of Senior Financial Wellness Consultant.Main Responsibilities:Develop and implement financial wellness programs for Corporate employees.To provide expert advice on financial matters.Requirements:A degree in Finance, Accounting, or a related field.At least 5 years of experience in a...


  • Pretoria, Gauteng, South Africa Old Mutual Full time

    We are seeking a highly motivated and results-driven individual to join our team as a Financial Consultant.As a Financial Consultant with Old Mutual, you will be responsible for providing expert advice on financial solutions to allocated markets.About the RoleKey responsibilities include:Providing consultative selling services to customers;Assessing...


  • Pretoria, Gauteng, South Africa Sanlam Full time

    About the RoleSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.We're seeking an experienced Financial Planning Consultant to join our team....


  • Pretoria, Gauteng, South Africa E&D Recruiters Full time

    Mechanical Consulting Engineer: Building ServicesPretoria EastWell-established consulting engineering firm.The successful candidate will be responsible for the Design and Project Management of Mechanical Building Services Projects (Wet services, HVAC, and Fire Protection)Responsibilities: Conceptual and detail designGenerate working drawings...


  • Pretoria, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time

    Job title : Financial Sales Consultant / Financial AdvisorJob Location : Gauteng, PretoriaDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries DUTIES AND RESPONSIBILITIES:Source clients through networking and referral initiatives.  Build long lasting relationships with clients through excellent ongoing client services Give...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    Submit your CV to victoria.gough@betterhome.co.za by 20 March 2025PurposeThe Life Claims Consultant is responsible for processing and managing life insurance claims efficiently, accurately, and in compliance with regulatory requirements. This role involves engaging with clients, beneficiaries, and service providers to ensure smooth and empathetic claims...