/>Required Skills:
- Strong financial aptitude
- Strong financial reporting
- Understanding
understanding of the fiduciary duties of an Independent Trustee.
Duties and responsibilities:
Meetings
There are four Board meetings during each financial year, and all trustees should attend unless there
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a proven track record; record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam;
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a proven track record; record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam;
industry based in Sandton, is seeking an Enterprise broker to join their team Please note that contacted shortlisted sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client minimum of 5 years of experience as a Commercial Broker in South Africa, with a proven track record in a strong work ethic and the ability to work independently. Proficiency in using Customer Relationship
The purpose of the role is to network with and cold call on a targeted list of potential customers, to market and sell a new product, that will provide affordable branding and visibility for their business. Understand the company's products (visibility and reach, benefits and pricing) to present to
The purpose of the role is to network with and cold call on a targeted list of potential customers, to market and sell a new product, that will provide affordable branding and visibility for their business. Understand the company's products (visibility and reach, benefits and pricing) to present to
Insurance Broker Are you passionate about helping individuals and families secure their financial future join our dynamic team as a Long-Term Insurance Broker based in Durban, KZN. Our client is a leading provider insurance solutions specializing in long-term financial planning. We pride ourselves on delivering personalized commitment to excellence and innovation, we empower our brokers to succeed and thrive in the insurance industry needs assessments to understand their long-term financial goals and aspirations. Recommend suitable long-term
Insurance Broker Are you passionate about helping individuals and families secure their financial future join our dynamic team as a Long-Term Insurance Broker based in Durban, KZN. Our client is a leading provider insurance solutions specializing in long-term financial planning. We pride ourselves on delivering personalized commitment to excellence and innovation, we empower our brokers to succeed and thrive in the insurance industry needs assessments to understand their long-term financial goals and aspirations. Recommend suitable long-term
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
As an independent financial brokerage, our client provides a wide array of Financial Services to its schedule appointments with existing clients for financial advisor visits (Cold-Calling)