the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive
short term insurance leads from the companys financial planning partners
On receipt of the clients
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
responsible for the selling of short-term commercial and personal insurance products and services to the right clients short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads
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
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
We looking for Financial Advisors for personal lines for short term insurances for a giant insurance in order to provide specialist, professional financial advice in all relevant business areas Meet the
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
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience An RE