The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals
Financial Advisor - Gauteng A financial planning group is looking for a results-driven Financial Advisor Advisor to be responsible for providing financial advice to clients on retirement planning, investing for protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customised financial proposals. Thereafter, they will market insurance options their needs. To be successful as an Advisor, the Financial Advisor should stay up to date with the latest
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling among potential clients. Financial Advisory Mastery: Dive deep into the financial realm, conducting meticulous portfolios, steering them towards the shores of financial prosperity. Boundless Entrepreneurial Spirit:
opportunities within the client bases of their panel of financial planning partners practice.
a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build
in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in Gauteng.
Company
office space and full infrastructure for financial advisors
all your personal and business insurance and financial needs. Indwe Risk Services is always looking for of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide rewarding Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will
Role Purpose
Business Development Consultants 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 (MI). Business Development Consultan
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate