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 professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals
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.
KZN is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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
for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng.
office space and full infrastructure for financial advisors
ü Full suite of administration services support
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
for experienced life and investment financial advisors to be based in Durban.
Company offers office space and full infrastructure for financial advisors
ü Full suite of administration services IT support
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
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
Opportunity to start your professional sales career in the Financial Services Sector. We are looking for a dynamic, driven candidate to join us in improving people's lives by making their financial freedom possible. With extensive training, support and development opportunities, this is an amazing o
Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client ser