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
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions. Provide appropriate financial advice, in line with
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
The Role The Financial Adviser is responsible for the selling of short-term personal insurance products
will be responsible for managing financial records, preparing financial reports, and ensuring compliance part of a team. Financial Record Management: Maintain accurate and up-to-date financial records using accounting accounting software. Record financial transactions, including purchases, sales, receipts, and payments and ensure accuracy of financial data. Financial Reporting: Prepare financial statements in accordance IFRS for SME's and IFRS. Generate management financial reports for management review and decision-making
efficient and accurate financial and administrative operations. The Financial Clerk reports to the Accountant Accountant and is responsible for providing financial administrative and clerical services. This includes cash flows. Verify that transactions comply with financial policies and procedures Prepare, verify and process system for all financial documents Ensure the confidentiality and security of all financial files Assist employment experience within a financial environment with exposure to financial processes and procedures.
efficient and accurate financial and administrative operations. The Financial Clerk reports to the Accountant Accountant and is responsible for providing financial administrative and clerical services. This includes cash flows. Verify that transactions comply with financial policies and procedures Prepare, verify and process system for all financial documents Ensure the confidentiality and security of all financial files Assist employment experience within a financial environment with exposure to financial processes and procedures.
Hardcopy). Financial reports. General administrative tasks as required. Diploma in Financial Accounting/ Accounting/ Bookkeeping/Financial Management. 3 years' experience in similar role. Knowledge of Sage/Pastel. No
Sales Consultant (Financial Services) Location: Polokwane, Limpopo A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with
Sales Consultant (Financial Services) Location: Polokwane, Limpopo A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with