and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity Leadership and mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income income, insurance coverage, their financial objectives and goals, tax status and risk tolerance Answer their financial goals Regularly review clients' bank and other accounts and analyze their financial data necessary to reach their financial goals. Preparing or interpreting financial document summaries, investment
and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity Leadership and mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income income, insurance coverage, their financial objectives and goals, tax status and risk tolerance Answer their financial goals Regularly review clients' bank and other accounts and analyze their financial data necessary to reach their financial goals. Preparing or interpreting financial document summaries, investment
Independent Reviews;
Consultant: Mia vd Westhuizen - Dante Personnel Johannesburg
Role: Intermediary Financial Consultant - 12 Month Contract
Location: Hermanus, Western Cape
within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will specific training FAIS compliant (continuous professional development) Completed supervision for long-term opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will specific training FAIS compliant (continuous professional development) Completed supervision for long-term opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.
Preference will be
specific training
FAIS compliant (continuous professional development)
Completed supervision for
opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive
short term insurance leads from the companys financial planning partners
On receipt of the clients
"insurance / investments and financial services industry" requires a Risk Consultant for the Western Cape branch years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance provisionally insolvent FAIS compliant (continuous professional development) Completed supervision for long-term opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
"insurance / investments and financial services industry" requires a Risk Consultant for the Western Cape branch years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance provisionally insolvent FAIS compliant (continuous professional development) Completed supervision for long-term opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
Generation of Insurance & Wealth Creation Professionals. With over 100 years' of industry management programs, and a platform for building your own professional and profitable business practice. Our goal is and the lives of others. We provide tailored Financial Plans covering investments, insurance, and retirement planning to help our clients create wealth and financial peace-of-mind. Successful candidates will receive programme and support to create a "Best of Breed" Financial Advisor. Become an Ambassador to market our wide