Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
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 Gauteng.
Company
office space and full infrastructure for financial advisors
Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
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
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to ring and taking minutes of meetings from Financial Advisors interaction with clients;
new them
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
clients;
Jenwil BlueStar Financial Advisory Services is a reputable and fast-growing financial advisory firm with providing top-notch financial advice to our clients and helping them achieve their financial goals. With a exceptional service and results. Provide comprehensive financial planning and investment services to clients Develop relationships Conduct thorough analysis of clients' financial situations and recommend suitable investment strategies up-to-date with market trends and changes in financial regulations Collaborate with other team members
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
Jenwil BlueStar Financial Advisory Services is a reputable and fast-growing financial advisory firm with providing top-notch financial advice to our clients and helping them achieve their financial goals. With a exceptional service and results. Provide comprehensive financial planning and investment services to clients Develop relationships Conduct thorough analysis of clients' financial situations and recommend suitable investment strategies up-to-date with market trends and changes in financial regulations Collaborate with other team members
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions. Provide appropriate financial advice, in line with
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5