client, a leader in the financial sector is urgently looking for a Short Term Insurance Broker to join Job Description: ● Generate access to potential short term insurance markets ● Build and maintain internal laptop and cellular phone ● Minimum 2 years Short Term broking or sales experience ● A self-starter yet able to work well within a team The post Short Term Insurance Broker appeared first on freerecruit
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies requirements. Provide expert advice on suitable long-term insurance products. Explain the features, advantages Sales and Policy Placement: Present and sell long-term insurance products to clients. Assist clients in insurance applications and other paperwork. Negotiate terms and premiums with insurance companies on behalf experience in insurance sales, preferably in long-term insurance products. Proven track record of successful
personalized long term insurance solutions, to help clients work toward their long-term financial goals. You attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable money. Advise clients on financial matters and provide recommendations on long term insurance products Promote certifications Strong understanding of the long term insurance space Excellent sales skills Must have
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies requirements. Provide expert advice on suitable long-term insurance products. Explain the features, advantages Sales and Policy Placement: Present and sell long-term insurance products to clients. Assist clients in insurance applications and other paperwork. Negotiate terms and premiums with insurance companies on behalf experience in insurance sales, preferably in long-term insurance products. Proven track record of successful
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
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
personalized long term insurance solutions, to help clients work toward their long-term financial goals. You attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable money. Advise clients on financial matters and provide recommendations on long term insurance products Promote certifications Strong understanding of the long term insurance space Excellent sales skills Must have
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 analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification
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 Product advice Build Long-term relationships with Clients Matric Certificate Degree or addititional qualifications 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