Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Duties:
Follow all the steps of financial planning in the sales process
Generate leads
(NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
Sales Consultant (Financial Services) Location: Durban, KwaZulu-Natal A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
required, who has experience in and is able to advise and mentor SMME businesses, across various industries SMME business development experience and able to advise SMMEs in areas of strategy, operations, compliance administration skills 12.Must have strong experience in advising both start-up and established business alike 13