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
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
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
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position 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
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
tasked with the following:
transactions? Do you excel in navigating complex financial structures and closing deals that drive growth and execution.
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
Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide Provide financial advice and recommend Life and Investment products that align with the clients' financial
Consulting firm is recruiting for a Transaction Advisor" You will work with a diverse team of project advisory You will be tasked with the following: Offer financial advice to diverse public and private entities team comprising technical, legal, financial, and empowerment advisors for various project finance projects negotiations with support from external legal advisors. - Present investment proposals, feasibility outcomes other stakeholders. Collaborate with the internal financial modeling team to develop and interpret project
for a candidate to play a leading role in the financial consulting and advisory team which is responsible execution and financial close. You will be supported by the internal team and appointed advisors on the projects responsibilities will include, amongst others: Provide financial advisory to various private and public entities team consisting of technical, legal, financial and empowerment advisors on various project finance projects; participating in negotiations (supported by external legal advisors); Presentation of investment proposals, feasibility