SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external...
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external...
All right, all right - let s cut to the formalities. Here's the deal. At Hollard, we get up in the morning to ensure people sleep better at night. Our job is to look after the stuff our customers love. In fact, 5 million people already trust us with their stuff. That's pretty big deal to us. Impressum The Hollard Insurance Co. Ltd (Reg No 1952/003004/06) is an Authorised Financial Services Provid...
General Re Corporation, a subsidiary of Berkshire Hathaway Inc. , is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. Its direct reinsurance companies conduct business as Gen Re. Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a networ...
General Re Corporation, a subsidiary of Berkshire Hathaway Inc. , is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. Its direct reinsurance companies conduct business as Gen Re. Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a networ...
Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insuran...
Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNA's Duties: SALES Advice on Life, Investment...
Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNA s Duties: SALES Advice on Life, Investment...
Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNA s Duties: SALES Advice on Life, Investment...
Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNA's Duties: SALES Advice on Life, Investment...
Estate Agency Sales Advisor Walthamstow Salary: £18000 - £20000 (Additional guaranteed earnings first 3 months) with an OTE of between £25,000 and £30,000, Car or Car Allowance, Pension, Life Insurance and Company rewards and incentivesBasic salary of £20,000 (Additional guaranteed earnings first 3 months) with an OTE of between £25,000 and £30,000, Car or Car Allowance, Pension, Life Insurance a...
Estate Agency Sales Advisor Walthamstow Salary: £18000 - £20000 (Additional guaranteed earnings first 3 months) with an OTE of between £25,000 and £30,000, Car or Car Allowance, Pension, Life Insurance and Company rewards and incentivesBasic salary of £20,000 (Additional guaranteed earnings first 3 months) with an OTE of between £25,000 and £30,000, Car or Car Allowance, Pension, Life Insurance a...
Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirements:MatricRE5 Minimum Requirement120 CreditsDegree or diploma within the financial services/insurance/ etc space3 years of previous Paraplanner experience2 years and above of Discovery Product experienceStrong experience in FNAsDuties:SALESAdvice on Life, Investments, Retirement ...
Internal Advisor / Paraplanner(POS24138)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirements:MatricRE5 Minimum Requirement120 CreditsDegree or diploma within the financial services/insurance/ etc space3 years of previous Paraplanner experience2 years and above of Discovery Product experienceStrong experience in FNAsDuties:SALESAdvice on Life, Investments, Retirement p...
Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNAs Duties: SALES Advice on Life, Investments...
These jobs were popular with other job seekers Reference: PC001616-RC-1Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. Duties & Responsibilities A recent professional profile photo is to accompa...
General Duties:Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with clients.Support the Senior Paraplanner / Broker in such a way that they are able to provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio together.Maintain the relationships with clients on the Senior Paraplanner...
Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNAs Duties: SALES Advice on Life, Investments...
These jobs were popular with other job seekers Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, Bedfordview, Rosebank, Cresta and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, Bedfordview, Rosebank, Cresta and Menl...
Paraplanner (Senior Level) - JhbFull job descriptionWe are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge.Requirements Re5 minimum requirement Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 3 years and above of Discovery Products (ALL of them) ex...
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThe position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any o...
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any ...
Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.Build and sustain collaborative working relati...
Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products. Build and sustain collaborative working relat...
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