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
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
IWCP is seeking to fill the Entrepreneurial Financial Advisor position with the ideal candidate who possesses relationship building and satisfying their individual financial planning needs including: network with potential meetings and meet with clients gather information do Financial Needs Analysis (FNA) advise clients in respect
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office for administrative support for the Financial/Investment Advisors within the team, and includes handling documentation relating to administration of local and offshore investment instructions, including redemptions • Review debit balances and assist financial/Investment Advisors to take corrective action • Preparation and advisory record keeping as per applicable financial services legislation, ensuring that all investment
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
We have a Service Advisor position available in the Pietermaritzburg area. Candidates are required to opportunities that may arise. The post Service Advisor appeared first on freerecruit.co.za .
Building client relationships
Technical advice on dairy products
Securing long term client relationships
Qualifications
Matric
Tertiary Agricultural/Animal Production an advantage
4-5 years Dairy experience.
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused grow their portfolio of clients while providing financial planning advice. To generate leads, set up appointments or a related field 2 years experience in the financial services industry Have an understanding of Collective knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning with clients Passionate about providing the best financial services and advice to clients Effective problem-solving
Insurance Sales Advisors are committed, driven, results oriented advisers who are able to work on their targets laid down by the client Insurance Sales Advisors (Short Term Insurance) advise primarily on motor
Seeking a candidate to play a leading role in the financial consulting and advisory team which is responsible execution and financial close. You will be supported by the internal team and appointed advisors on the projects rs in Business Science or Commerce degree in financial mathematics, accounting or statistics with a desire or BEng (Engineering) that is financially inclined.