Financial Advisor

My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...

My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...

**Job title: Personal Assistant to Financial Advisor** **Reporting to: Financial Advisor** **Terms: full-time** **Location: Pretoria/Centurion** Key responsibilities & duties The ideal individual must have strong administrative, planning, and organizational skills. Detail orientated, structured, have good communications skills and the ability to...

**Introduction** Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set...

**Introduction** - Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined...

Job title : Financial Advisor - Centurion Job Location : Gauteng, Centurion Deadline : December 12, 2024 Quick Recommended Links Jobs by Location Job by industries Job Outputs: Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads  Servicing new and existing members Quality control of...

We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants for motor and household domestic insurance. Basic R...

Six Sense Consulting is seeking an experienced Lead Financial Insurance Advisor to join our team.As a key member of our financial team, you will play a crucial role in ensuring the smooth execution of our financial reporting and accounting processes. Your expertise in IFRS 17 will be invaluable in driving our business forward.Key Responsibilities:Provide...

Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

Commercial Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance. Commercial Financial Advisors will be expected to source leads and achieve sales targets primarily on Commercial Insurance. Basic R...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

**Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...

We looking for Financial Advisors for commercial lines for short term insurances - Who are expected to generate their own leads - Reach targets - Maintain your leads generation matrix - Close the deal - Meet continuing professional development objectives as required by the industry Keep up to date and fully informed on product comparisons with opposition...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

Financial Advisor Role at Profession HubProfession Hub is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for analyzing clients' financial status, providing expert guidance on different financial services and products, and creating customized financial plans.Key Responsibilities:Understand clients'...

Job Title: Insurance Industry SpecialistWe are seeking a highly skilled Insurance Industry Specialist to join our team at Profession Hub. This is an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.About the Role:Analyzing clients' financial status and providing expert guidance on different...

Roles and ResponsibilitiesClient Investment Statements and After-Sales Servicing Generate and manage client investment statements with precision. Provide prompt and professional after-sales service, addressing inquiries effectively. Withdrawals, Death Claims & Maturities Processing Process withdrawals, death claims, and maturities with attention to detail,...