Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client ser
Financial Advisor - Gauteng A financial planning group is looking for a results-driven Financial Advisor to and life insurance protection. The Insurance Advisor will generate leads, meet with clients, complete their needs. To be successful as an Advisor, the Financial Advisor should stay up to date with the latest these offerings. Ultimately, a top-notch Insurance Advisor should offer specialised guidance and advice on
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.
• To provide prompt and sound legal advice and support to the company in particular the Post Investment Department & Turnaround, Workouts and Restructuring department, Recoveries • To provide legal input to submissions on existing investments prepared for the Portfolio Management Committee a
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to and taking minutes of meetings from Financial Advisors interaction with clients;
clients;
the client;
Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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
from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external pollination of Database Arranging appointments for Advisors if necessary PRESENTATIONS Presentation and negotiations business including RAR's, Cancellations and Other Advisors requesting info C.O.L (Counter offer letters) essential Min 2 years experience as a Junior Insurance Advisor [Paraplanner] Life,investment and retirement products
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
Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm
Financial Advisor to join our team in the insurance industry. As a Sales Financial Advisor, you will