field OR 3+ years experience in brokerage or financial advisory roles with at least an NQF 5 qualification
discussed in interview) Do you have a passion for the financial markets and a talent for building lasting client their team as Brokers. This is an exciting opportunity to leverage your expertise in financial markets while excellence, this firm has been a pillar in the financial industry for over 25 years. They pride themselves field OR 3 years' experience in brokerage or financial advisory roles with at least an NQF 5 qualification Strong understanding of short-term insurance or medical aid or life insurance or investments. Excellent communication
detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing providing superior financial planning and investment advice to clients. The ideal candidate will have strong clients achieve their financial goals. Key Responsibilities: - Assist Financial Advisors in preparing client presentations - Conduct research and analysis on financial products, markets, and investment opportunities in a timely manner - Support Financial Advisors in developing financial plans and investment strategies
listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Minimum: 3 years Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's
listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Minimum: 3 years Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
which has led to the development of the OUTsurance Broker Tied Agent Model. The incumbent of this position developing the business insurance portfolio by building a book of short-term insurance. The individual will OUTsurance has been propelling the South African insurance industry forward for the last 26 years. As leaders programs: Free Counselling, Legal Advice and Financial Coaching for you and your members of household volunteer program) and much more… The OUTsurance Broker will receive the following: Fuel card, company
listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Minimum: 3 years Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis analysis Recommending suitable insurance and investment solutions Ongoing reviews and servicing of your and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No