within the team; Problem solving ability; Strong customer centric focus; High EQ; Perfect knowledge of the
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients Solutions Customer and client relationship Development Customer and client onboarding Customer and management
the Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth
within the team; Problem solving ability; Strong customer centric focus; High EQ; Perfect knowledge of the
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
Financial Advisor Area: Randburg, Gauteng Salary: 1 st 2 months Basic salary R25 000 thereafter commission provider and they are looking to recruit Financial Advisors to provide businesses and individuals with sound
The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects; Risk assessment participating in negotiations (supported by external legal advisors); Presentation of investment proposals, feasibility (supported by external advisors including legal, technical and empowerment advisors); Coordinate the transaction
suitability of products for the customer. Promote business to increase customer base and grow revenue. Examine insurance products Promote business to increase customer base and grow revenue. Qualifications Bachelor's
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact