Current jobs related to Long Term Financial Advisor - Roodepoort - Platinum Talent

  • Financial Advisor

    16 hours ago

    Roodepoort, South Africa Kontak Recruitment SA Full time

    Roodepoort, Gauteng - Sales** Financial Advisor (Long term Insurance) (JB1884)** Randburg, Johannesburg Commission only (up to 80%) Duration: Permanent - remote role with ad hoc check-in Overview - Advisory services company that offers a mix of insurance related services is looking to grow their team with experienced and professional Advisors.**Minimum...

  • Personal Financial Advisor

    7 months ago

    Roodepoort, South Africa FirstRand Full time

    Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future Personal Financial Advisor. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

  • Financial Advisors

    1 week ago

    Roodepoort, South Africa Micah Govender Developments Full time

    **Company offers the following**: - Provision of office space and full infrastructure for financial planners - Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms - Access to business coaching and client advice support - Assistance with practice management - Training support, i.e. technical...

  • Financial Advisor

    7 months ago

    Roodepoort, South Africa CMH Consulting (Pty) Ltd Full time

    **Experienced Financial Advisor or Short-Term Advisor.** - Be able to establish and maintain a professional relationship/client base with Individuals/businesses. - Prospect for new clients through various means to ensure good pipeline for the business. - Minimum of 12 months + of sales experience - A Clear ITC and Criminal Record **What is on offer to...

  • Financial Advisor

    7 days ago

    Roodepoort, South Africa Micah Govender Developments Full time

    Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to be based in...

  • Financial Advisor

    16 hours ago

    Roodepoort, South Africa Kontak Recruitment SA Full time

    Roodepoort, Gauteng - Sales** Financial Advisor (JB1885)** Randburg, Johannesburg Commission only (up to 80%) Duration: Permanent - Remote role with weekly checkin Overview - Advisory services company that offers a mix of insurance related services is looking to grow their team with experienced sales specialists looking to get into this lucrative...

  • Financial Advisor

    1 week ago

    Roodepoort, South Africa Discovery Full time

    Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial...

  • Service Advisor

    3 months ago

    Roodepoort, South Africa Adendorff Machinery Mart Full time

    We are thrilled to announce a new opening for a highly skilled **Service Advisor** for our **Roodepoort Branch,** **Gauteng**, to join our team! **About the Position** **Technical knowledge of Tools and Machinery would be an advantage.** - Wide range of Power Tools, Welding Machines, compressors. - Small Machinery i.e. Petrol & Diesel Engines,...

  • Financial Advisor

    7 months ago

    Roodepoort, South Africa Sanlam Full time

    **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...

  • Financial Advisor

    7 months ago

    Roodepoort, South Africa Sanlam Full time

    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...

  • Administrative Assistant

    16 hours ago

    Roodepoort, South Africa IIE MSA and IIE Varsity College Full time

    **Direct Reporting Line**: Head: Marketing **Job Purpose**: **The IIE's IIE MSA has a vacancy for an Administrative Assistant (Fixed Term Contract) in their Marketing department.** To support the Head of Marketing (HM) in day to day responsibilities and admin functions relating to Advertising and Promotions. To work within the marketing team as directed by...

  • Administrative Assistant

    1 week ago

    Roodepoort, South Africa IIE MSA and IIE Varsity College Full time

    **Direct Reporting Line**: Head: Marketing **IIE MSA** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications...

  • Customer Service Advisor

    7 months ago

    Roodepoort, South Africa Clicks Group Limited Full time

    **Listing reference**: 015708**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Call Centre and Telesales**Location**:Roodepoort - **Contract**:Fixed Term Contract**Remuneration**:Market Related - **EE position**:Yes**Introduction** - We are looking to recruit a Customer Service Advisor to work within...

  • Customer Service Advisor

    7 months ago

    Roodepoort, South Africa Clicks Group Limited Full time

    **Listing reference**: click_015066**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Call Centre and Telesales**Location**:Roodepoort - **Contract**:Fixed Term Contract**Remuneration**:Market Related - **EE position**:Yes**Introduction** - We are looking to recruit a Customer Service Advisor to work...

  • Short Term Insurance Broker

    1 week ago

    Roodepoort, South Africa Cover365 Full time

    Our organization, located in Roodepoort, is amongst the largest independent distributors of uniquely developed financial products within South Africa. We are currently in search of an ambitious and career-driven individual with a passion for sales, and an innate capability to develop into a leadership position Duties & Responsibilities Desired Experience &...

  • Financial Advisor Professional

    4 weeks ago

    Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time

    About Liberty Standard Bank GroupLiberty Standard Bank Group is a leading financial institution that prioritizes innovation and customer satisfaction.Salary InformationWe offer an attractive annual salary of $80,000 - $120,000, depending on experience and qualifications.Job DescriptionAs a Sales Entrepreneur, you will be responsible for identifying business...

  • Service Advisor

    1 week ago

    Roodepoort, South Africa StaffCentral Consulting Full time

    **Job Duties/Responsibilities will include**: Displays extensive knowledge about products and services Monitoring Fleet Service intervals and arrange Fleet Services Communicates and liaise with clients (OPS) about vehicle services and problems as well as time frames in regards with vehicle repairs. Ensures clients (OPS) vehicle is finished on time and...

  • Hpcsa Registered Dentist Roodepoort

    7 months ago

    Roodepoort, South Africa MedE Recruit Full time

    A Dental Practice in** Roodepoort**, Johannesburg requires a skilled **HPCSA-registered Dentist** with a **PASSION** for dentistry, to join their team permanently/long-term. The practice places a strong emphasis on the experience of their patients. This is a long-term opportunity for an individual who is willing to work hard, build a patient base and...

  • Telephone Sales Representative

    4 months ago

    Roodepoort, South Africa Affinity Life Limited Full time

    We're looking for talented and motivated Telesales Agents to join our teams in Benoni and Roodepoort!!!If you have the following: - At least 1 year of experience in insurance sales (long-term or short-term) - A Matric certificate - RE5 qualifications (advantageous) **Job Types**: Full-time, Permanent

  • Telesales Representative

    7 months ago

    Roodepoort, South Africa affinity health Full time

    Exciting Opportunity! Join our company as a Sales Consultant specializing in Short-Term Insurance / Long-Term insurance. Provide exceptional service, offer tailored solutions, and achieve sales targets. **Qualifications Required**: - Matric Grade 12 - Regulatory Examination 5 (RE5) or in progress with DOFA - FAIS Credits or in progress with DOFA

Long Term Financial Advisor

1 month ago

Roodepoort, South Africa Platinum Talent Full time
Job Description

Join our client as a Long Term Financial Advisor in their long term division, where you’ll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.

 

 



Requirements

·         Provide comprehensive long-term financial advice to clients, meeting regulatory standards.

·         Develop and maintain client relationships to deliver exceptional service.

·         Build and manage a client portfolio within the competitive financial services sector.

Demonstrate proactive customer focus, with the ability to achieve and exceed targets

Knowledge: 
Basic knowledge of Insurance Industry
Advanced knowledge of Word Processing and report writing
General Computer and online presentation

BenefitsHigh Paying Commission, product and term variable. 
Office Space
Training
Support *Remote work

Requirements
> Financial Advisor & Broker Experience advantageous > Educational Background: Valid Matric or equivalent qualification. > Licensing: Valid driver’s license and reliable vehicle as travel to meet clients is essential. >Tech-Savvy: Own a laptop or tablet for conducting and managing work efficiently. > Presentation: Well-presented, professional demeanour with bilingual proficiency. > Personal Traits: Driven, self-motivated, and committed to maintaining a clear credit and criminal record. > Flexibility: Willingness to travel as required to provide exceptional client service. > Willingness to learn: In-depth training for product and sales will be offered on a continuous bases to ensure you achieve maximum potential