Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, set Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Ourorganization is involved in the marketing of financial products and services of a leading blue-chip company Recognition structures in the industry - Provide financial advice to clients - Stay abreast of industry related Vehicle and valid driver's license Experience in financial services will be an advantage Credit and criminal
exists for individuals with a passion for the financial services industry and who aspire to be leaders profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial needs analysis solutions to meet with clients' financial needs -Offer the best financial advice to your clients regarding from current clients -Ability to participate in financial related sales meetings The role is commission
potential customers, develop comprehensive sales plans, deliver persuasive presentations, and close deals
ideal candidate will have a strong background in financial services sales, excellent leadership skills, and record of success in sales management within the financial services industry, preferably in derivatives trading interpersonal skills.
their financial goals by developing a personalized plan based on the customer's unique financial situation 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 aims Analysing information and preparing plans best suited to individual clients' requirements Completing 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 provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external portfolio Develop and implement a proactive sales plan according to agreed targets Meet agreed new business quality new business aligned to sales / marketing plan Negotiate with Insurers re- premium and quotations
to join our dynamic team of Financial Advisors. Our purpose as financial planners is very simple- we aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves wealth, join Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African resident