work environment What you'll do: As a Transaction Advisor, you will be at the forefront of executing complex projects What you bring: The ideal Transaction Advisor will bring a wealth of experience in M&A, corporate
Financial Advisor - Gauteng SPECIFICATION We are looking for a result-driven Advisor to be responsible education, and life insurance protection. The Advisor will generate leads, meet with clients, complete their needs. To be successful as an Financial Advisor, you should stay up to date with the latest products these offerings. Ultimately, a top-notch Insurance Advisor should offer specialised guidance and advice on
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible field Minimum 10 years experience as financial advisor CFP English first language Must be very presentable written English Proven experience as a Financial Advisor or similar role Strong knowledge of financial products
an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
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
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
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
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
requires the full-time services of a Transaction Advisor to join their dynamic team ASAP. Relevant qualifications support and assess / review outputs Progression: - Senior Transactor - Deal maker (deal origination) - Executive
Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential ie 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 Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome