Job Title: Short-Term Insurance and Wealth Advisor
Location: Oudtshoorn
responsibilities:
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 WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of others, assists assists clients to acheive their financial dreams and maintains clients portfolios, creates and cultivates
Ignite your future as a Financial Advisor with Liberty Are you a dynamo of ambition and a wizard at driving jobs—we ignite careers and revolutionize the financial world We seek passionate, entrepreneurial go-getters go-getters to join our elite team of Financial Advisors. With Liberty, every day is an adventure, bringing gems among potential clients. Financial Advisory: Dive deep into the financial world, delivering transformative changes lives. Wealth Management: Navigate client portfolios, steering them towards financial prosperity
Ignite your future as a Financial Advisor with Liberty Are you a dynamo of ambition and a wizard at driving jobs—we ignite careers and revolutionize the financial world We seek passionate, entrepreneurial go-getters go-getters to join our elite team of Financial Advisors. With Liberty, every day is an adventure, bringing gems among potential clients. Financial Advisory: Dive deep into the financial world, delivering transformative changes lives. Wealth Management: Navigate client portfolios, steering them towards financial prosperity
combines your knack for sales with a passion for financial advisory? Look no further Our dynamic team is evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services firm committed committed to empowering individuals to secure their financial futures. With a track record of excellence and contribute to our nation's financial well-being. Full Training: No prior financial expertise? No problem We
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 Generate leads through prospecting, networking
IN SOME WAYS, BEING a financial advisor is like being a therapist: You share in your clients' biggest money. Are you passionate about helping people financially? Do you want a customer-facing role that requires numbers or have an interest in investments and financial planning? Are you comfortable making decisions specialization, all financial planners have the same objective: to help their clients reach their financial goals. highest standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical
has an opportunity for a Training Consultant to join their fast-growing team.
They
management and accounting.
The Training Consultant will be responsible for training new clients
Communication Interpersonal skills: The Training consultant will work with a variety of individuals and teams
• Financial proficiency: This includes explaining financial processes to non-financial
individuals
groups.
• Organizational skills: The Training Consultant often work with multiple teams and individuals
Old Mutual. As a Direct Sales Financial Advisor within Direct Financial Advice , you have the opportunity opportunity to work within a financial sales outbound contact center where you will receive qualified leads assist you in building a successful career as a Financial Adviser. At a glance is about championing our with changing business operational requirements Financial Advice Effectively handles all client queries
Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible for 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 Insurance opportunities. Customer Needs Clarification Consult with a range of customer representatives at different requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer