potential new clients (digital).
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint for potential new clients (digital). General Servicing - Amendments and submitting of all investment investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers & medical Administration Share Point Site. Communication: Service clients - Email, face to face and telephonically
Manager: Planning and Analysis (Financial Services) This position is limited to BBBEE candidates due Location: Pretoria, Gauteng A reputable financial services institution has an exciting opportunity available Planning and Analysis Division within the Financial Services Department (FSD) of the group to ensure the management of the group's budget management and financial performance analysis processes . Key Performance Consolidations and Reporting Experience within a Financial Services environment . Knowledge and skill in – Quality
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing providing information on a range of sales and service issues · Liaising with internal departments on processing superior service is offered to clients · Keeping up-to-date with competitor product and service offering Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing providing information on a range of sales and service issues · Liaising with internal departments on processing superior service is offered to clients · Keeping up-to-date with competitor product and service offering Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning
Role: Intermediary Financial Consultant - 12 Month Contract
Location: Hermanus, Western Cape
years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance
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
purpose as financial planners is very simple- we have to make it our single aim to provide “Financial Security” Security” to our clients. Understanding how to live financially free ourselves first has to be practiced and join Liberty, a dynamic forward thinking financial services company. At Liberty we believe in doing things Liberty financial advisers is a clear differentiator amongst our peers. To be a Liberty financial adviser strong values and sense of fair play. As a Liberty financial adviser, you already adhere to that unwritten
within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will 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
within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will 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