Financial Insurance Planner Jobs in Johannesburg

Envestpro is all about Changing Lives and living a life less lived. We assist you from the day one to build a career for yourself in the financial services sector. This career is suitable for an individual who has discipline, good with people and who wants to achieve long-lasting success and fulfillment. The role of a Financial Planner is to help your clients identify and obtain specific financia...

Providing financial planning, insurance, and investment services to clients Assessing clients overall financial picture, and understanding their needs to devise an appropriate financial plan Ensuring client records are maintained and kept current Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect t...

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Reference: DBN000206-JC-1Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independant Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an excitin...

To manage and lead a small team of sales and administrative staff ensuring that the unit's sales and operational objectives are met efficiently and effectively. Manage the Sales team activities and performance. Set individual sales targets and ensure sales targets are met through coaching and training of individuals. To manage the Investment book of the Executive Financial Advisor (EFA) To serve ...

Requirements: Bachelor's degree in finance, business management, economics, or related field. Licensed with the Financial Industry Regulatory Authority (FINRA). Should be a Certified Financial Planner (CFP). Proven experience in financial consulting. Proficiency in all Microsoft Office applications. The ability to analyze financial data. Excellent problem-solving skills. Effective communication s...

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...

Role Purpose: Lead and manage a team of digitally enabled Financial Planners to provide clients compliant financial planning and product solutions. To grow this leading Insurers footprint through an increase in new business by generating advice opportunities and to support the delivery of a client experience focussed on financial wellness. Requirements: Relevant Bachelor's degree required (sales,...

Talent Pipelining: Financial Adviser AIFA (FAIS) page is loaded Talent Pipelining: Financial Adviser AIFA (FAIS) Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R-15954611 Bring your possibility to life! Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a ...

Talent Pipelining: Financial Adviser AIFA (FAIS) page is loaded Talent Pipelining: Financial Adviser AIFA (FAIS) Apply locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id R-15954611 Bring your possibility to life! Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a...

Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...

About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role is about shaping th...

Envestpro is all about Changing Lives and living a life less lived. We assist you from the day one to build a lifetime career for yourself in the financial services sector. This career is suitable for an individual who has discipline, good with people and who wants to achieve long-lasting success and fulfillment. The role of a Financial Planner is to help your clients identify and obtain specific...

To manage and lead a small team of sales and administrative staff ensuring that the unit's sales and operational objectives are met efficiently and effectively. Manage the Sales team activities and performance. Set individual sales targets and ensure sales targets are met through coaching and training of individuals. To manage the Investment book of the Executive Financial Advisor (EFA) To serve ...

Responsible for identifying new business. Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements. Analyze financial data, review clients' investment portfoli...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, 30 Baker Street To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, businessassuranceand both local and offshore investme...

About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role is about shaping the future of our niche client base and assisting them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom. The ideal candidat...

Requirements: Experience in sales long term insurance experience Experience with long-term insurance products Must have driver's licence and vehicle Proven sales record RE5 and Certified Financial planner (CFP) accreditation Lucrative packaged deals and benefits supplied by client

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity...

Purpose of the role: The company is looking for a self-driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan which services their financial wellness needs in line with the growth and engagement strategy. Requirements Experience and ...

About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role is about shaping th...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, 30 Baker Street To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, businessassuranceand both local and offshore investme...

Role Purpose Our client, a leader in the Wealth & Risk Sector is looking for an accomplished sales manager who will manage and supervise the FAIS requirements of their national financial planner distribution Within this context, the role of supervisor is intent on guiding, enabling, developing and overseeing activities of financial advisers with the necessary due care, skill and diligence. Ultima...

Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...

Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...