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
organisation within the "insurance / investments and financial services industry" requires a Risk Consultant Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential 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 clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
and autonomy. We are looking for Aspiring Financial Advisors driven by entrepreneurship, sales, building does a Financial Advisor do? Sourcing and meeting potential clients. Establishing their financial needs needs and goals. Developing professional Financial Needs Analyses. Recommending suitable insurance and investment
lives of others by providing uniquely tailored Financial Plans for investments, insurance, and retirement This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead remote work. As a Financial Advisor, you will be responsible for conducting financial planning, offering offering financial advice, assisting in retirement planning, analyzing investments, and providing financial English for Matric · Recognized University Degree (Financial Degree would be advantageous) · South African
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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team record in financial planning and advisory services. Responsibilities : Provide comprehensive financial planning ensuring their financial goals and objectives are met. Conduct in-depth reviews of clients' financial circumstances services that align with clients' financial goals. Stay updated on financial markets, products, and industry detailed financial plans, reports, and presentations for clients. Collaborate with other financial professionals
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C