their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and existing products and services Designing financial strategies Assisting clients to make informed clients changing needs and financial circumstances Promoting and selling financial products to meet given
all your personal and business insurance and financial needs. Indwe Risk Services is always looking for part of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide 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
to join our dynamic team of Financial Advisors. Our purpose as financial planners is very simple- we aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves wealth, join Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification
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
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African resident orientated and ability to build relationships Accountable and responsible Positive energy Excellent communication
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;