Insurance Advisor

Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Administrative Head Financial Services (long-term insurance and investment) to their team based in Port Elizabeth.Candidates must be able to work under pressure, manage time-lines, and have experience dealing with high net worth individuals.This...

We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client's team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients.Responsibilities:- Conduct in-depth consultations with clients to assess their financial...

Who are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

Job Description,Purpose of the Job:The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.Scope Of The...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Disclaimer As an applicant, please...

Closing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Consultant (Port Elizabeth) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceEastern Cape Location - Town / CityPort Elizabeth/Gqeberha IntroductionMomentum, a financial...

We looking to recruit target driven financial advisors who can prospect their own leads Basic R 20000.00 plus commission plus pension plus incentives **Role Description** This is a full-time role as a Personal Lines Financial Advisor. The Personal Financial Advisor will be responsible for day-to-day tasks such as selling personal lines policies towards...

Basic plus commission plus incentives plus 13th Cheque plus pension **Minimum Requirements**: - Matric / Grade 12 - Relevant qualification Short term insurance - NQF 4 or if applicable, FAIS credits - At least 2 years sales experience in short term insurance (Personal lines and Commercial lines) - RE5 required - Good written and verbal communication...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Private Wealth Advisor Welcome to FNB, the home of the...

Job Description To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio’s key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. FNB introduction Welcome to FNB, the home of the...

Overview: Financial Customer Service Advisor Add The purpose of this role is to safeguard, develop and enhance customer loyalty and value by providing excellent customer services. Additionally, the role involves providing the customer with knowledgeable information by identifying and promoting significant products and services. Qualifications: Skills and...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Administrative Head Financial Services (long-term insurance and investment) to their team based in Port Elizabeth. Candidates must be able to work under pressure, manage time-lines, and have experience dealing with high net worth individuals. This...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...