MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
MAKE 2023 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
MAKE 2023 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success. We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's uniq...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...
Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing our valued customers to achieve their ...
JOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success. The Financial Adviser in training will learn to build their practice with the learning from the support and ...
Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Grahamstown posted on Posted 2 Days Ago job requisition id R-15964325 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part ...
Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationCustomer Relationship Management / Account ManagementCustomer Relationship Management (CRM) DataOperational CompliancePersonal Capability BuildingEDUCATION Matric/SAQA Accredited Equivalent (Essential)Full FAIS accreditation (150 credits) (Essential)...
Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationCustomer Relationship Management / Account ManagementCustomer Relationship Management (CRM) DataOperational CompliancePersonal Capability BuildingEDUCATIONMatric/SAQA Accredited Equivalent (Essential)Full FAIS accreditation (150 credits) (Essential)R...
Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about: Championing our valued customers to achieve their lifetime goals by identifying t...
We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region.Description- Develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements. - Focus on Life Insurance - Monitor and assess s...
Associate Financial Advisor (New Entrant) (EPT) page is loaded Associate Financial Advisor (New Entrant) (EPT) Apply locations Bloemfontein time type Full time posted on Posted Yesterday job requisition id JR-51394 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
Business Segment: Insurance & Asset Management Promotes sales in liaison with clients and financial institution's leads and services brokers. Receives requests for quotations from financial institution's and provides a packaged solution based on client needs. Actively promotes company products. Qualifications Completed MatricFAIS Recognized Qualification - NQF5Must be fully FAIS Compliant Regulat...
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Vredenburg time type Full time posted on Posted Yesterday job requisition id JR-53869 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepre...
Aspiring Financial Advisor page is loaded Aspiring Financial Advisor Apply locations Bloemfontein time type Full time posted on Posted Yesterday job requisition id JR-51308 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals wh...
Client Relationship AdvisorAon South Africa is recruiting a Client Relationship Advisor in our Commercial department, based on a hybrid basis at our head offices in Sandton.The purpose of the role is to maintain, retain and service clients by improving day to day client relationships including servicing their portfolios.Aon is in the business of better decisionsAt Aon, we shape decisions for the ...
Job DescriptionTo provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers Act responsibly with work related resources in order to contribute to cost containment Continuously assess own performance, seek timely and clear feedback and request training where appropriate Assist with profit grow...
Job DescriptionProvide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.Leads identified converted into successful sales.Ensure activities support cost containment and reduction.Educate customers on correct eChannels...
Job DescriptionTo provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers Act responsibly with work related resources in order to contribute to cost containment Continuously assess own performance, seek timely and clear feedback and request training where appropriate Assist with profit grow...
Job DescriptionProvide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.Leads identified converted into successful sales.Ensure activities support cost containment and reduction.Educate customers on correct eChannels...