and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance support to Financial Advisors · Dealing with queries and providing information on a range of sales and service Participating in proactive sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance support to Financial Advisors · Dealing with queries and providing information on a range of sales and service Participating in proactive sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
customers
gateway to a rewarding career as a Fincial Sales Consultant. Embark on a journey of professional growth Professionals). Join us and make a lasting impact on the financial well-being of individuals and businesses. Apply Relationships Leadership and mentorship from the top financial advisors in the industry Build Your Own Network of Meetings with Clients Financial Needs Analysis for Clients Provide Sound Financial and Product Advice Matric
journey that combines your knack for sales with a passion for financial advisory? Look no further Our dynamic seeking a driven Sales Representative eager to evolve into a distinguished Financial Advisor. Who We Are: leading financial services firm committed to empowering individuals to secure their financial futures unparalleled knack for spotting opportunities. Sales Savants: From cold calls to client meetings, you're contribute to our nation's financial well-being. Full Training: No prior financial expertise? No problem We
Our Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate clients achieve their financial goals, possess a proven track record of success in financial advisory services clients' financial situations, goals, and risk tolerance to develop personalized financial strategies strategies. Provide comprehensive financial planning and investment advice to clients. Build and maintain strong
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng office space and full infrastructure for financial advisors
appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both FAIS legislation and according to professional financial advice guidelines.
Responsibili
of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step
Step Financial Planning Process) and selling our client's investments products directly to the clients
clients should this be recommended in the financial plan
Financial Advisor - Gauteng A financial planning group is looking for a results-driven Financial Advisor Advisor to be responsible for providing financial advice to clients on retirement planning, investing for protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customised financial proposals. Thereafter, they will market insurance options their needs. To be successful as an Advisor, the Financial Advisor should stay up to date with the latest