Financial Services Professional
4 weeks ago
At Rad Resources, we are seeking a highly skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, focusing on long-term insurance and life insurance solutions.
Key Responsibilities:- Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, analyzing their financial goals and objectives to provide tailored financial advice.
- Client Portfolio Management: Analyze and manage client portfolios, providing expert advice on investment planning and wealth management.
- Sales Opportunities Creation: Develop and leverage a personal network to identify and pursue sales opportunities in personal lines and business insurance.
- Customer Needs Clarification: Consult with clients to identify their financial needs, engage internal specialists for complex data analysis, and develop specifications that align with client requirements.
- Customer Propositions Selling: Recommend suitable financial products and services based on client needs, explain product benefits, and facilitate the purchase process.
- Customer Onboarding: Guide clients through the advanced features of financial products and services, ensuring alignment with their financial objectives.
- Performance Management: Set personal performance goals, take action to achieve objectives, and utilize performance management systems to enhance personal effectiveness.
- Customer Relationships Development: Implement customer contact plans to communicate new product launches and sales campaigns, build new relationships, and act as the primary contact for customer queries and complaints.
- Client & Customer Management: Maintain and manage key client relationships to ensure high levels of customer satisfaction, retention, and loyalty.
- Client Document Management: Establish and comply with a comprehensive document management system to ensure accurate and secure handling of client documents.
- Operational Compliance: Adhere to the organization's policies, procedures, and relevant regulatory standards, obtaining necessary authorizations for any deviations.
- Personal Capability Building: Engage in continuous professional development through assessments, formal and informal training, and coaching to enhance capabilities in financial advising.
Requirements:
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous);
-
Financial Services Professional
2 weeks ago
Durban, KwaZulu-Natal, South Africa LCI Financial Services Full timeWe are looking for a diligent individual to work as part of a team at LCI Financial Services. The ideal candidate will be responsible for various tasks and must have strong organizational skills. Requirements: MatricComputer literacyExperience with bank statements is a plusWorking hours: Monday to Friday, 8am-5pm, and Saturdays, 8am-12pm
-
Senior Financial Professional
2 weeks ago
Durban, KwaZulu-Natal, South Africa Professional Career Services Full timeJob Title: Senior Financial ProfessionalCompany: Professional Career ServicesJob Description:We are seeking a highly skilled Senior Financial Professional to join our team at Professional Career Services. As a Senior Financial Professional, you will be responsible for leading our finance team and providing strategic financial guidance to our clients.Key...
-
Financial Services Professionals
4 weeks ago
Durban, KwaZulu-Natal, South Africa Financial Advisors HR Full timeJoin Our Team of Financial Services ProfessionalsWe are seeking highly motivated and results-driven individuals to join our team as Financial Advisers/Insurance Brokers/Salespeople. As a leading financial services company, we provide top-notch wealth management and protection solutions to our clients.Key Responsibilities:Develop and maintain a strong client...
-
Senior Financial Professional
1 month ago
Durban, KwaZulu-Natal, South Africa Professional Career Services Full timeEmployer DescriptionProfessional Career ServicesJob DescriptionWe are seeking a highly skilled CA(SA) with Big 4 Articles to join our team as a Senior Financial Professional. The ideal candidate will have hands-on experience in full-function accounting, budgeting, and forecasting, with a strong understanding of IFRS and cash flow management.Key...
-
Financial Services Professionals
4 weeks ago
Durban, KwaZulu-Natal, South Africa Financial Advisors HR Full timeFinancial Services OpportunityFinancial Advisors HR is seeking a skilled Financial Adviser/Insurance Broker/Salesperson to join our team. As a leading financial services company, we provide top-notch wealth management and protection solutions to our clients.Key Responsibilities: Provide financial advice and insurance brokerage services to clients ...
-
Financial Services Professionals
1 month ago
Durban, KwaZulu-Natal, South Africa Financial Advisors HR Full timeJob Title: Financial Adviser/Insurance Broker/SalespersonFinancial Advisors HR is seeking a highly motivated and experienced Financial Adviser/Insurance Broker/Salesperson to join our team. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to our clients.Key Responsibilities:Provide...
-
Financial Services Consultant
2 months ago
Durban, KwaZulu-Natal, South Africa LCI FINANCIAL SERVICES PTY LTD Full timeAbout LCI Financial ServicesLCI Financial Services PTY LTD is a reputable micro-lending company with over 20 years of experience in providing quality financial services to our clients. We are committed to delivering exceptional service and building long-term relationships with our customers.Job Description:As a Financial Services Consultant at LCI, you will...
-
Financial Services Consultant
2 months ago
Durban, KwaZulu-Natal, South Africa LCI FINANCIAL SERVICES PTY LTD Full timeAbout LCI Financial ServicesLCI Financial Services PTY LTD is a reputable micro-lending company with over 20 years of experience in providing quality financial services to our clients. We are committed to excellence and are seeking a highly skilled and motivated individual to join our team as a Consultant.Job Description:Key Responsibilities:Conduct thorough...
-
Financial Services Representative
2 months ago
Durban, KwaZulu-Natal, South Africa Financial Advisors HR Full timeJoin Our Team as a Financial Advisor/Insurance Broker/SalespersonWe are seeking a highly motivated and experienced Financial Advisor/Insurance Broker/Salesperson to join our team at Financial Advisors HR. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to our clients.About the...
-
Financial Services Professional
1 month ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeAbout the RoleSanlam Life Ltd is a leading financial services provider in the South African market, seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will play a crucial role in providing new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and requirements.Key...
-
Financial Services Professional
4 weeks ago
Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full timeWe are seeking a highly skilled Financial Services Professional to join our team at Micah Govender Developments. As a key member of our team, you will be responsible for building strong relationships with clients, creating tailored financial plans, and delivering exceptional service.Key Responsibilities:Build client relationships and identify their financial...
-
Financial Services Representative
2 months ago
Durban, KwaZulu-Natal, South Africa Financial Advisors HR Full timeJoin Our Team as a Financial Adviser/Insurance Broker/SalespersonWe are a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. As a Financial Adviser/Insurance Broker/Salesperson, you will play a crucial role in helping our clients achieve their financial goals.Key...
-
Senior Financial Associate
2 weeks ago
Durban, KwaZulu-Natal, South Africa LCI Financial Services Full timeWe are seeking a skilled and dedicated individual to join our Financial Services team at LCI Financial Services.Responsibilities:• Provide administrative support to our financial team• Assist with the processing of financial transactions and data entry• Collaborate with team members to achieve common goals and objectivesRequirements:• Matric...
-
Financial Services Professional
4 weeks ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeJob Title: Financial AdviserAbout the Role:Sanlam Life Ltd is a leading financial services provider in the South African market, committed to building strong, lasting relationships with our financial advisors. We believe in helping our advisors realise their worth and achieve their career aspirations.Key Responsibilities:Provide professional and relevant...
-
Financial Services Professional
2 weeks ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeJob Title: Financial Adviser Sanlam Life Ltd, a leading financial services provider in South Africa, is seeking a skilled Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives. Key...
-
Financial Services Professional
2 weeks ago
Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full timeJob Overview Liberty Standard Bank Group is seeking a highly motivated and entrepreneurial individual to join our elite program as a Professional Financial Planner. This role offers a unique opportunity to establish a professional career in a corporate environment, with a strong focus on new business acquisition and client relationship building.Key...
-
Customer Service Coordinator
7 hours ago
Durban, KwaZulu-Natal, South Africa Professional Career Services Full timeJob SummaryWe are seeking a highly organized and proactive Customer Service Coordinator to join our team at Professional Career Services.About the RoleThis is a unique opportunity to work in a dynamic environment where you will be responsible for managing various aspects of customer service, including:Coordinating daily activities, ensuring smooth...
-
Financial Services Representative
2 weeks ago
Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full timeFinancial Services RepresentativeWe are seeking a skilled Financial Services Representative to market our insurance products, including funeral insurance and other campaigns. The successful candidate will also have the opportunity to work as a Financial Advisor, utilizing their skills to sell long-term insurance products.Market our insurance products to...
-
Financial Services Professional
3 weeks ago
Durban, KwaZulu-Natal, South Africa Sydsen Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor. The successful candidate will be responsible for providing financial advisory services to clients and will have the opportunity to develop their skills and knowledge in a dynamic and supportive environment.Key Responsibilities:Provide...
-
Financial Services Professional
2 weeks ago
Durban, KwaZulu-Natal, South Africa Sydsen Full timeAbout Us: Sydsen is a major nationwide company looking to employ talented individuals to join their team of Financial Advisors. Our company values and encourages growth, offering comprehensive training and qualification opportunities to our employees.Job Description:We are seeking recent graduates or individuals looking to transition into the financial...