Description: Position – Broker Consultant Location – Richards Bay/KZN ... superior client service to independent brokers and corporate clients. Qualifications: Matric ... funeral or group risk market. Broker consulting, trade unions, funeral parlours ...
a year ago
... is looking for two Senior Brokers to join their team based ...
2 months ago
... role at time of application. *Financial Sector Conduct Authority (FSCA) competency ... DOFA (where applicable). As a registered Financial Service Provider, we are mandated ...
8 months ago
... in-depth reviews of client's financial circumstances, current provisions, and ... existing products and services Designing financial strategies Assisting clients to ... changing needs and financial circumstances Promoting and selling financial products to meet ...
a day ago
Description: START a new career as a Financial Adviser. Join a Company that invests ... from assisting clients to obtain financial freedom whilst securing yours. Qualifications ... leads to secure appointments Conduct financial needs analysis to make a needs ...
9 days ago
... helping their customers pursue their financial goals by developing a personalized plan ... based on the customer's unique financial situation. Through training we coach ... . • A complete line of insurance and financial services products. These include Life ...
a month ago
... Provide support on the Financial Strategic Plans. General Financial Management and Reporting ... Balance Sheet Account variances. Prepare financial reports and returns. Generate ... circulate the Monthly BU Financial Pack Prepare financial reports and returns ( ...
7 months ago
... projects of a company. Preparing financial statements, reports, and forecasts for ... setting performance targets. Compiling financial reports and supervising month-end ... training to staff members regarding financial processes. Requirements: A bachelor's degree ...
10 months ago
... advantageous) Duties: New business development Financial needs analysis Relationship building Build ... way down the path to financial security Assisting people to manage ... a well-established, reputable brand Being a Financial Adviser is listed as being ...
a day ago
... in all aspects of personal financial planning, wealth protection, and creation ... part of a successful team of Financial Advisers. Qualifications: Matric (essential) Degree ... background and previous experience in financial services would be advantageous, but ...
9 days ago
... in all aspects of personal financial planning, wealth protection, and creation ... part of a successful team of Financial Advisers. Qualifications: Matric (essential) Degree ... background and previous experience in financial services would be advantageous, but ...
17 days ago
... to clients based on their financial situation. We are searching for ... service. Duties: New business development Financial needs analysis Client relationship management ...
17 days ago
... to make a successful career as a Financial Adviser. Successful Advisers are competitive ... in all aspects of personal financial planning, wealth protection, and creation ... : Follow all the steps of financial planning in the sales process ...
24 days ago
... will entail: New business development Financial needs analysis Relationship building Build ... way down the path to financial security Assisting people to manage ... new clients are essential. Being a Financial Adviser is listed as being ...
24 days ago
... . We are currently hiring talented Financial Advisers to proactively identify and ... to our VALUED customers. As a Financial Adviser your primary responsibilities include ... a successful, ethical, and self-sufficient financial practice. Our work environment is ...
a month ago
... of activities which will assist a financial planner in this position. You ...
21 days ago
Description: The purpose of the role is to ensure accurate backup support to Branch and Team and deliver high levels of client service / skills in line with operating procedures and governance. QUALIFICATIONS Matric, FAIS Compliant (Full Short Term ...
a year ago
... , but not limited to; servicing broker requests, including enquiries. Providing telephonic ... representatives from the brokerage, and broker services; Dealing with general insurance ... product and underwriting criteria; Advising brokers to ensure that we meet ...
a year ago
... scheduling appointments for the broker as well as delivering ... portfolio’s, short term insurance, Financial, and other areas of ... with medical practitioners for the financial advisor. Cold calling and ... . Work closely with the financial advisors and their team. ...
24 days ago
Description: Our client in the Financial and Insurance industry is seeking ... short-term insurance either as a broker agent or tied agent Call ...
2 months ago