Join Our Team as a Long-Term Insurance Broker Are you passionate about helping individuals and families secure their financial future? Do you have a knack for understanding complex insurance products and providing for you to join our dynamic team as a Long-Term Insurance Broker based in Durban, KZN. Our client is a leading provider of comprehensive insurance solutions specializing in long-term financial planning. We pride ourselves empower our brokers to succeed and thrive in the insurance industry. Job Responsibilities: Conduct thorough
Join Our Team as a Long-Term Insurance Broker Are you passionate about helping individuals and families secure their financial future? Do you have a knack for understanding complex insurance products and providing for you to join our dynamic team as a Long-Term Insurance Broker based in Durban, KZN. Our client is a leading provider of comprehensive insurance solutions specializing in long-term financial planning. We pride ourselves empower our brokers to succeed and thrive in the insurance industry. Job Responsibilities: Conduct thorough
and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management creating financial freedom for all South Africans by partnering with clients through their life journey journey, uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers within the financial services industry. Responsibilities: Contact clients to discuss their financial goals goals and offer them financial services. Design debt liquidation plans which consist of the time frame and
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
A financial services organisation seeks to employ Finacial Advisors that are serious about wealth creation effective financial solutions from investment management and retirement planning to insurance solutions holistic approach to financial planning. PERSONAL SOLUTIONS RISK PLANNING Life cover Disability cover Trusts ASSET PROTECTION Short-term Insurance Commercial Insurance INVESTMENT AND WEALTH MANAGEMENT Retirement Keyperson assurance Pension funds, Provident funds Group life and disability Umbrella funds Corporate investment
As an independent Financial Brokerage, our client provides exceptional and unique services to professionals review their portfolio providing professional financial advice and offerings.
specialises in Long Term Investment, Short Term Insurance and Financial Services is urgently looking for someone closing of life insurance policies. Responsibilities: Specializes in closing deals for life insurance policies related financial products. Focuses on finalizing sales and ensuring clients commit to life insurance coverage strong communication skills to effectively convey insurance options and benefits to clients. Utilizes negotiation terms. Demonstrates deep knowledge of different life insurance options to communicate with clients appropriately
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment diploma; unit trust/ local and offshore Investment/ life assurance/ will be an advantage. •Computer literacy
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
Calling all insurance adventurers uD83CuDF1F Are you ready to dive into the wild world of insurance? As an an Insurance Advisor , your mission is to guide clients through the insurance jungle, helping them find