enthusiastic individuals to join our team as Entry-Level Salespersons. No prior experience is required
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
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 Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
NQF 6 – 120 FAIS CREDITS ESSENTIAL IN WEALTH MANAGEMENT 1-2 years' relevant experience in a similar environment
We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region. - Develops a specific geographic region that will assist management in identifying areas in the market where business
of South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has
of South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has
their financial goals by developing a personalized plan based on the customer's unique financial situation unique strengths. This collaboration creates a level of synergy not found anywhere else. Locations include: 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
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 existing clients Liaise with insurers and /or management regarding premiums and quotations Build relationships e-mails to clients according to company standards Manage incoming and outgoing e-mails according to set standards. Provide regular reports and feedback to the manager 4.Customer service excellence Provide a rewarding
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African communication skills Conscientious Leader Persuasive High level of integrity and honesty Willingness to learn and