Broker With Cfp Jobs in South Africa
Commercial Broker NEW
Cape Town City Centre
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· Source sufficient lead generating · Maintain and update your Lead Generation Matrix on a weekly basis · Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice · Complete weekly reports that reflect leads, quotes
share this job on whatsappInsurance Broker NEW
Centurion
29000 Annually
Salary:
Retainer of R29600,00 that will gradually reduce over a 36 months plus commission.
Role Overview
- The incumbent of this position will be responsible for growing and developing the business insurance portfolio by building a book of short-term insurance.
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Commercial Broker NEW
Johannesburg
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· Source sufficient lead generating · Maintain and update your Lead Generation Matrix on a weekly basis · Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice · Complete weekly reports that reflect leads, quotes
Head Of Health Academy / Certified Financial Planner (cfp Status) Negotiable NEW
Trinergy Business Solutions LtdPretoria
Post Graduate Degree in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience
Compliance Manager NEW
Dk ConsultingSandton
BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
Compliance Manager Sandton NEW
Dk ConsultingSandton
BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
Call Centre Agent (temp) Market Related NEW
Ambledown Financial ServicesSouth Africa
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
Call Centre Agent Johannesburg NEW
Ambledown Financial ServicesSouth Africa
contract. Attend to broker/client queries Articulate company products and services to brokers/clients Liaise Liaise with broker consultants Provide support and assistance to other internal teams Keep brokers up to date of products Create reports/data extracts as per broker's request from time to time Escalate complex issues confidence dealing/explaining products to clients/brokers Sound computer skills - Microsoft Office a must
Financial Advisor (risk Products) NEW
HeadhuntersCape Town City Centre
Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
Financial Advisor Cpt - Cbd NEW
HeadhuntersCape Town City Centre
Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
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