working with a variety of insurance carriers. Established network within the insurance industry. Knowledge
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. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
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. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
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 as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
working with a variety of insurance carriers. Established network within the insurance industry. Knowledge
individual to join their team as a Service Advisor at our reputable dealership in Pinetown
working in a franchise dealership as a Service Advisor
Meeting and greeting customers coming through for their vehicle's repairs and servicing. Listen to customers' account of issues and symptoms regarding their vehicle's to better understand what the problem is. Logging (taking down) customers concerns and comments. Translating customers' repair proble
(Essential)
Tertiary Certificate
Financial Qualification and Or RE5
Drivers Licence
Tasks:
Establish long-term relationships with clients
Financial planning for clients
Focus identifying clients need and then ofer suitabe financial solutions
Provide excellent service orientation
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer