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;
within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will 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
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.
Preference will be
opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive
short term insurance leads from the companys financial planning partners
On receipt of the clients
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
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
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