Financial Wellness Consultant

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...

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...

Job title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...

Job Title: Senior Financial Wellness ConsultantBayportsa seeks a highly skilled Senior Financial Wellness Consultant to join our team.Key Responsibilities:Evaluate employees' financial situations to provide consolidation and/or personal loan solutions.Assist Corporate employees in improving their overall financial wellbeing through education on basic...

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...

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...

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...

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...

Job SummaryBayportsa is looking for a dynamic individual to take on the role of Senior Financial Wellness Consultant.Main Responsibilities:To identify and resolve financial issues affecting employees.To develop and maintain relationships with key stakeholders.Key Requirements:A strong background in finance and accounting.Excellent communication and...

Financial Wellness Unit Manager - PretoriaJoin to apply for the Financial Wellness Unit Manager - Pretoria role at Bayport Financial Services.Job Title: Financial Wellness Unit Manager - PretoriaJob Location: Gauteng, PretoriaDeadline: March 28, 2025DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing...

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...

Ensure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all agents, as to meet and solve targets, thereby ensuring growth and service delivery according to Bayport Financial Services business and operational strategy. Manage the relationship...

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

We are looking for an experienced Life Claims Consultant to join our team at BetterSure Financial Consultants. As a senior member of the organization, this individual will be responsible for managing life insurance claims and ensuring smooth and empathetic claims resolution.Responsibilities:Manage the end-to-end claims process for life insurance, including...

Broker Consultant PositionBlue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers.Duties & ResponsibilitiesDeveloping and maintaining broker relationshipsReview New business pipeline, follow-up and...

Key ResponsibilitiesWe are seeking a highly experienced Financial Consultant to join our team at Recruitment & Selection. The successful candidate will be responsible for:Developing and implementing financial models to analyze complex financial data;Providing expert advice on financial products and services to clients;Identifying business opportunities and...

BetterSure Financial Consultants is committed to providing excellent client service through its team of dedicated professionals. As a Life Claims Consultant, you will play a critical role in managing life insurance claims and ensuring smooth and empathetic claims resolution.Key Responsibilities:Process and manage life insurance claims efficiently,...

Requirements">Matric / equivalent qualification.FSCA-approved qualification in Finance or related field.Relevant regulatory examinations (RE5) if working in the financial services industry.2 years' experience as a financial advisor.Duties and Responsibilities">Engage with prospect clients to understand their financial needs.Sell products that align with...

About the RoleThis is a full-time Executive Financial Strategist role at Innovative Financial Advisor Services. The role is hybrid, based in Pretoria and Johannesburg with the opportunity to work from home part of the time. The Financial Strategist will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and...

Company OverviewInnovative Financial Advisor Services is a forward-thinking, well-resourced insurance advisory firm. Our clients benefit from our unique approach and skillset, delivering bespoke solutions that are flexible and efficient. As an open architecture brokerage, our Senior Advisers can provide tailored solutions on almost every regulated product,...