Professional Insurance Planner
2 weeks ago
About the Role
This position offers an excellent opportunity to become a trained Financial Planner and work with Liberty, a leading Pan-African financial services company.
The ideal candidate will have a strong sales background, excellent communication skills, and a passion for helping clients achieve their financial goals.
Key Responsibilities:
Understand clients' financial needs
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients' questions and address concerns
Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients' bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients' portfolios.
Building and maintaining your client base. This is a FAIS role
Requirements:
Matric
2 years Sales experience
RE 5, FAIS qualification an added advantage but not essential
Own car
Drivers License
Laptop
Network of clients
Join a team with a rich history and a commitment to helping people achieve their financial goals.
-
Insurance Sales Professional
2 months ago
Johannesburg, Gauteng, South Africa Liberty Full timeAbout LibertyLiberty is a leading Pan-African financial services company that has been shaping futures for over 60 years. Our mission is to be there for our clients through every moment of their lives, offering a comprehensive range of solutions that focus on their financial, physical, and emotional well-being.Job SummaryWe are seeking a driven and ambitious...
-
Insurance Sales Professional
4 weeks ago
Johannesburg, Gauteng, South Africa Liberty Full timeAbout LibertyLiberty is a leading Pan-African financial services company that has been shaping futures for over 60 years. With a presence in 12 countries across Africa, we offer a comprehensive range of solutions that focus on the financial, physical, and emotional well-being of our clients.Job SummaryWe are seeking a driven and ambitious individual to join...
-
Insurance Professional
2 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeJob Title: Insurance ProfessionalCompany: CallForceDescription:CallForce is seeking an experienced Insurance Professional to join our team in Auckland Park. As an Insurance Professional, you will be responsible for providing end-to-end service and support to brokers, dealing with general insurance and policy specific enquiries, and assisting in resolving all...
-
Insurance Professional
2 weeks ago
Johannesburg, Gauteng, South Africa Future Careers Full timeRole OverviewDevelop Business Insurance RelationshipsAt Future Careers, we are seeking a skilled Insurance Professional to develop relationships with customers in the Long-Term Insurance space in the Gauteng region. This role will involve quot...Key ResponsibilitiesDevelop relationships with customers to enable growth within the Business Insurance...
-
Insurance Professional
4 weeks ago
Johannesburg, Gauteng, South Africa Telebest Full timeTelebest Insurance Consultant Job DescriptionWe are seeking a highly skilled Insurance Consultant to join our team at Telebest.Requirements:Matric certificationNQF Level 5 Short Term Insurance qualification (or equivalent with English and Mathematics pass rate of over 50%)2-3 years of experience in short-term commercial linesStrong sales and policy...
-
Financial Planner
1 month ago
Johannesburg, Gauteng, South Africa Liberty Full timeUnlock Your Potential as a Financial Planner at LibertyFor over 60 years, Liberty has been a trusted partner to our clients, supporting them through every stage of their career and beyond. As a Financial Planner at Liberty, you'll have the opportunity to make a real difference in people's lives.Key Responsibilities:Understand clients' financial needs and...
-
Insurance Sales Professional
2 months ago
Johannesburg, Gauteng, South Africa Energy at Work Projects Full timeExciting Opportunity for an Insurance Sales ProfessionalWe are seeking a highly skilled Insurance Sales Professional to join our esteemed client, a leading player in the financial sector, as they seek top-notch Insurance Sales Consultants specializing in Short-Term Insurance. Your role will revolve around providing exceptional service to existing clients by...
-
Insurance Sales Professional
1 month ago
Johannesburg, Gauteng, South Africa Energy at Work Projects Full timeExciting Opportunity for an Insurance Sales Consultant (Short-Term Insurance)We are seeking a highly skilled Insurance Sales Consultant to join our esteemed client, a leading player in the financial sector, as they seek top-notch professionals specializing in Short-Term Insurance. Your role will revolve around providing exceptional service to existing...
-
Professional Financial Planner
6 days ago
Johannesburg, Gauteng, South Africa Kontak Recruitment Full timeWe are seeking a motivated and experienced Financial Planner to join our team. As a key member of our organization, you will be responsible for building strong client relationships, assessing financial goals, and providing tailored investment solutions.Job Requirements:Completed Bachelor's degree in Finance (BCom) or a similar field.Currently pursuing...
-
Insurance Sales Professional
1 month ago
Johannesburg, Gauteng, South Africa Energy at Work Projects Full timeExciting Opportunity for an Insurance Sales ConsultantWe are seeking a highly skilled Insurance Sales Consultant to join our esteemed client, a leading player in the financial sector, as they seek top-notch professionals specializing in Short-Term Insurance. Your role will revolve around providing exceptional service to existing clients by offering them...
-
Insurance Sales Professional
4 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeInsurance Sales ProfessionalAt CallForce, we're on a mission to deliver exceptional contact centre solutions to the global market. As an Insurance Sales Professional, you'll play a vital role in guiding clients through their insurance journey, providing them with the security they need for their future.Your sales experience in the insurance industry and...
-
Insurance Sales Professional
3 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeInsurance Sales ProfessionalAt CallForce, we're committed to delivering exceptional contact centre solutions to clients worldwide. As an Insurance Sales Professional, you'll play a vital role in guiding clients through their insurance journey, ensuring they receive the security they need for their future.Your sales experience in the insurance industry and...
-
Insurance Sales Professional
3 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeInsurance Sales ProfessionalCallForce is an award-winning BPO service provider delivering innovative and customised contact centre solutions from South Africa to the global market.We are seeking an experienced Insurance Sales Professional to join our thriving team and contribute to our success in the insurance industry.Key Responsibilities:Utilise your sales...
-
Insurance Professional
2 months ago
Johannesburg, Gauteng, South Africa EMPIRE RECRUITMENT Full time**About Empire Recruitment**We are partnering with a leading short-term insurance company to find a talented graduate for a year-long internship program.**Key Responsibilities:**Assist in the development and implementation of risk management strategies.Conduct market research and analyze industry trends.Collaborate with the sales team to identify new...
-
Insurance Sales Professional
4 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeCallForce is a leading BPO service provider delivering innovative and customized contact centre solutions globally.We are seeking a skilled Insurance Sales Professional to promote our short-term insurance products and provide exceptional customer service.Key Responsibilities:Sales Generation: Utilize knowledge of short-term insurance products to identify and...
-
Insurance Sales Professional
3 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeInsurance Sales ProfessionalCallForce is a leading BPO service provider delivering innovative and customised contact centre solutions from South Africa to the global market.As an Insurance Sales Professional, you will leverage your sales experience in the insurance industry to meet targets and drive business growth.Key Responsibilities:Develop and maintain a...
-
Insurance Sales Professional
4 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeInsurance Sales ConsultantAre you a sales professional looking for a new challenge? Do you have a passion for insurance and a drive to succeed? We have an exciting opportunity for an Insurance Sales Consultant to join our team at CallForce.About the Role:As an Insurance Sales Consultant, you will be responsible for guiding clients through their insurance...
-
Insurance Sales Professional
1 week ago
Johannesburg, Gauteng, South Africa CallForce Full timeJob Summary:We are seeking a highly skilled Insurance Sales Professional to join our team at CallForce. As an Insurance Sales Consultant, you will play a crucial role in identifying and pursuing new business opportunities, providing professional advice to clients, and driving sales growth.Key Responsibilities:Client Engagement: Offer expert advice to clients...
-
Insurance Sales Professional
2 months ago
Johannesburg, Gauteng, South Africa CallForce Full timeJob Title: Long-term Insurance Sales ConsultantAt CallForce, we are seeking a highly skilled and experienced Long-term Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for providing professional advice to clients on long-term insurance solutions.Key Responsibilities:Offer expert advice to clients on...
-
Insurance Sales Professional
2 weeks ago
Johannesburg, Gauteng, South Africa CallForce Full timeInsurance Sales ProfessionalAt CallForce, we deliver innovative contact centre solutions globally. As an Insurance Sales Consultant, you'll leverage your sales experience in the insurance industry to meet targets and contribute to our thriving team.Key requirements include:Grade 12Clear Criminal and ITC records1-to-2 years of Life and Short-term insurance...