Independent Financial Advisor position available for young, ambitious, confident, self-driven individual individual at JWE CORP, an independent financial services provider, well established in Rynfield Benoni since Conduction financial planning & financial advice within the framework of the Financial advisory intermediary & RE 5 will be beneficial. Insurance & financial services industry experience not neccesary but
Independent Financial Advisor position available for young, ambitious, confident, self-driven individual individual at JWE CORP, an independent financial services provider, well established in Rynfield Benoni since Conduction financial planning & financial advice within the framework of the Financial advisory intermediary & RE 5 will be beneficial. Insurance & financial services industry experience not neccesary but
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice
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
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