and ensuring compliance with all regulatory requirements. MUST RESIDE IN KZN OR BE WILLING TO MOVE Key assessments for clients to determine their insurance requirements. Provide expert advice on suitable long-term and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term client data with confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house accreditation with the Financial Services Regulatory authority and requires continuous professional professional development. As a financial services professional, you will be accountable for maintaining superior
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house accreditation with the Financial Services Regulatory authority and requires continuous professional professional development. As a financial services professional, you will be accountable for maintaining superior
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 Responsible for the procurement of new business Expand sales of products and services with existing customers
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 qualification if not already compliant Face to face sales, ability to build and maintain rapport with various clients Selling to Middle – Affluent clients Focus sales split 70% Risk and 30% Investment & Wealth Ability 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
and ensuring compliance with all regulatory requirements. MUST RESIDE IN KZN OR BE WILLING TO MOVE Key assessments for clients to determine their insurance requirements. Provide expert advice on suitable long-term and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term client data with confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
individual to join their team as a Service Advisor at our reputable dealership in Pinetown
Book Customers vehicles in by filling in the required info and perform inspections on vehicles being being booked in. Promote Services- by promoting sales for the workshop. Handling customer complaints. Providing and purchasing experience. Prior auto mechanic sales experience. Prior auto mechanic technician experience
Requirement:
Matric/NQF4 (Essential)
Tertiary Certificate
Financial Qualification Licence with own vehicle (Essential)
1 year sales experience
Tasks:
Establish 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
Alarm and CCTV Required, Other, Durban City. Qualified Alarm & CCTV Technician required. Must be able