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
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 should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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 should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible 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 requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
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
Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Name: Assistant & Sales Associate for a Financial Advisor a Premier financial advisory firm committed to providing personalized service to help clients achieve their financial goals. Job Description: We're seeking a dynamic Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll provide crucial administrative base. Administrative Support: anage the financial advisor's calendar and schedule appointments. Handle
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title
Meeting and greeting customers coming through for their vehicle's repairs and servicing. Listen to customers' account of issues and symptoms regarding their vehicle's to better understand what the problem is. Logging (taking down) customers concerns and comments. Translating customers' repair proble
(Essential)
Tertiary Certificate
Financial Qualification and Or RE5
Drivers Licence h long-term relationships with clients
Financial planning for clients
Focus on identifying identifying clients need and then ofer suitabe financial solutions
Provide excellent service orientation