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
Description This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in with flexibility for some remote work. As a Financial Advisor, you will be responsible for conducting financial Do not have any previous experience as a Financial Advisor 100% commission based (uncapped) Petrol Vouchers
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
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all
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
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
and autonomy. We are looking for Aspiring Financial Advisors driven by entrepreneurship, sales, building janine.wilkinsonliberty.co.za What does a Financial Advisor do? Sourcing and meeting potential clients
Description This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in with flexibility for some remote work. As a Financial Advisor, you will be responsible for conducting financial Do not have any previous experience as a Financial Advisor 100% commission based (uncapped) Petrol Vouchers
looking for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment successful candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Regulations Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending
looking for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment successful candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Regulations Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending