Leading organisation within the "investments and financial services industry" requires a Risk Consultant 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 consent 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
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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive
short term insurance leads from the companys financial planning partners
On receipt of the clients
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
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual individual at JWE CORP, an independent financial services provider, well established in Rynfield Benoni since Conduction financial planning & financial advice within the framework of the Financial advisory intermediary intermediary services Act. In person meetings with potential clients Video conference meetings with potential & RE 5 will be beneficial. Insurance & financial services industry experience not neccesary but
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual individual at JWE CORP, an independent financial services provider, well established in Rynfield Benoni since Conduction financial planning & financial advice within the framework of the Financial advisory intermediary intermediary services Act. In person meetings with potential clients Video conference meetings with potential & RE 5 will be beneficial. Insurance & financial services industry experience not neccesary but
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice Advice on commercial and personal short-term insurance, Medical Aids Document management Sales optimization
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
organisation within the "insurance / investments and financial services industry" requires a Risk Consultant Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential 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 consent clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
must be at least 'Basic Pharmacist Assistant qualified'. This is an Assistant / Post-Basic Assistant position the company Qualifications: You must be at least Basic Pharmacist Assistant qualified, or higher. Necessary compounding or production experience preferred Salary is negotiable and Market Related, dependant on