Financial Services Representative

About the Role:As a Financial Services Representative with Fidelity Services Group, you will play a critical role in ensuring the smooth operation of our cash handling processes. Your key responsibilities will include counting and verifying client money, balancing and reconciling funds, and operating money counting machines.To succeed in this role, you will...

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,...

Hilgard Financial Services is a dynamic organization seeking an ambitious individual to join our team as a Financial Advisor. The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in...

About the Role:As a professional receptionist, you will be responsible for providing exceptional customer service to our clients. You will possess exceptional communication skills, a polished and presentable appearance, and a passion for delivering high-quality results.Main Responsibilities:Greet and assist visitors with professionalism and courtesyAnswer...

We are seeking a highly skilled Financial Advisor to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We...

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...

At 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...

As a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

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...

Our TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...

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...

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...

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...

About the JobWe are seeking an experienced Financial Services Agent to join our team at Assupol Life. As a key member of our sales team, you will be responsible for selling life insurance policies and recruiting new representatives to achieve the set target.Key ResponsibilitiesSell life insurance policies to meet the set targetRecruit and develop new...

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,...

We are seeking a highly motivated Financial Services Coordinator to join our team at Fidelity Services Group. As a key member of our operations department, you will be responsible for coordinating financial transactions, verifying and processing deposits, and addressing customer queries. To succeed in this role, you will require excellent communication and...

About the RoleWe are seeking an experienced Branch Manager to join our team at Sanlam. As a key representative of the retail branch, the successful candidate will be responsible for developing and implementing strategies to drive business growth and improve customer satisfaction.Key ResponsibilitiesDevelop and execute branch strategy, focusing on customer...

About the Opportunity:Caterpillar Financial Services Corporation has an exciting opportunity for a Parts and Service Marketing Consultant. In this role, you will work closely with cross-functional teams to develop and execute go-to-market strategies and value messaging for Hydraulic Pumps, Motors, Cylinders, and Rods within the Construction...

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