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Financial Advisor (X3)
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General Details
Location:
Advertised By:Agency
Company Name:Energy at Work Projects
Job Type:Full-Time
Description
Introducing the Ultimate Wealth Management / Financial Adviser Opportunity
Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep reading because this opportunity might just be your next big step!
Our Client believes in the power of seamless client engagement. While the virtual world offers convenience, we understand that sometimes nothing beats a face-to-face connection. That's why we're looking for a dynamic individual who can blend the best of both worlds.
To thrive in this role, you'll need to have the freedom to travel and connect with clients when necessary. A valid driver's license and access to your own transport are essential prerequisites.
The Big Questions
Have you been engaging with High Net Worth Individuals?? Can you offer expert advice in the Short Term Insurance space?? Do you hold the coveted RE5 and possess FAIS 120 credits?
If your answer is a resounding YES to these questions, then you're the kind of professional we're looking for.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85MDk1MTYwNjg/c291cmNlPWd1bXRyZWU=&jid=1640273&xid=909516068
Id Subtitle 1224686232
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Energy at Work Projects
Selling for 2+ years
Total Ads41
Active Ads41
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Job Overview:
As a Debt Review Specialist, your primary responsibility will be to assist individuals who are facing financial difficulties by assessing their financial situations and facilitating the debt review process. Your role will involve evaluating debt, creating repayment plans, and guiding clients toward financial stability.
Key Responsibilities:
Client Assessment: Conduct thorough assessments of clients financial situations, including reviewing income, expenses, and outstanding debts.
Debt Review Process: Initiate and manage the debt review process, which includes contacting creditors, negotiating repayment terms, and drafting debt repayment plans.
Financial Analysis: Analyze financial documents, credit reports, and other relevant information to determine the most suitable debt management strategy for each client.
Communication: Maintain open and effective communication with clients, creditors, and legal entities, providing updates on the debt review process and addressing client inquiries.
Compliance: Ensure compliance with all applicable laws and regulations governing debt review processes, such as the National Credit Act (NCA) in South Africa.
Documentation: Maintain accurate and comprehensive records of client interactions, agreements, and financial assessments.
Client Education: Educate clients about responsible financial practices and budgeting to prevent future financial difficulties.
Negotiation: Negotiate favorable terms with creditors to reduce interest rates, extend repayment periods, or settle debts when appropriate.
Qualifications:
Previous experience in debt counseling, financial advisory, or a similar role.Knowledge of South African debt review regulations and the National Credit Act.Strong analytical and problem-solving skills.Excellent communication and interpersonal skills.Empathy and the ability to work compassionately with clients facing financial challenges.Proficiency in using financial software and Microsoft Office applications.
Additional Information:
Debt Review Specialists play a critical role in helping individuals regain control of their financial situations. This position requires a strong commitment to ethics, a high level of discretion, and the ability to navigate complex financial negotiations.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82NDMzNjIxOTI/c291cmNlPWd1bXRyZWU=&jid=1715930&xid=643362192
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**Join Our Team at HHK Insurance! **Are you a motivated individual with a passion for sales? Do you thrive in a dynamic online environment? Look no further! HHK Insurance is seeking enthusiastic Online Sales Representatives to join our prestigious team.**About Us:**HHK Insurance is a leading provider of high net worth insurance solutions, catering to the unique needs of affluent individuals and families. With a reputation for excellence and unparalleled service, we are committed to providing comprehensive coverage and peace of mind to our esteemed clientele.**Position: Online Sales Representative****Location:** Remote (Work from Anywhere)**Compensation:**- Basic Salary: R15,000.00- Commission: Lucrative commission structure in addition to the basic salary**Responsibilities:**- Utilize online platforms and tools to generate leads and drive sales- Engage with potential clients through various digital channels, including email, social media, and live chat- Conduct virtual meetings and presentations to showcase our insurance products and services- Build and maintain strong relationships with clients to ensure customer satisfaction and retention- Collaborate with team members to achieve sales targets and objectives**Requirements:**- Proven experience in online sales or a related field- Excellent communication and interpersonal skills- Strong negotiation and persuasion abilities- Self-motivated and target-driven mindset- Familiarity with CRM software and online sales tools is a plus**Why Join Us?**- Opportunity to work with a reputable and established insurance company- Competitive compensation package with uncapped earning potential- Flexible remote work arrangement- Ongoing training and professional development opportunities- Supportive team environment focused on success and growthNo experience needed because training will be provided. Send your CV to Matsilaneo@gmail.com or call :079 976 5360
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CallForce is an award-winning BPO service provider delivering innovative and customised contact centre solutions from South Africa to the global market.
We are seeking Insurance Sales Consultants to join our team and help our clients protect what matters most. As an Insurance Sales Consultant, you will play a vital role in promoting our short-term insurance products and providing exceptional customer service.
Responsibilities:
Sales Generation: Utilize your knowledge of short-term insurance products to effectively identify and pursue sales opportunities.Product Knowledge: Stay up to date on insurance products, underwriting guidelines, and industry trends to provide accurate information and advice to clients.Sales Strategy: Develop and implement sales strategies to meet or exceed sales targets and objectives.
Qualifications:
MatricAfrikaans -speak, read, write – required.Clear Criminal and ITC records2+ years of short-term insurance sales experience is required.Knowledge of insurance products, policies, and regulations.Must comply with FAIS fit and proper requirements.RE 5 (highly advantageous)
Benefits:
Competitive salary and commission structure.
Comprehensive training and ongoing professional development.
Opportunities for career advancement within the company.
Supportive team environment.
If you have the drive to succeed in insurance sales and want to make a meaningful impact on clients lives, we encourage you to apply for the Sales Insurance Consultant position. Join our dynamic team and embark on a rewarding career in the insurance industry.
Application Process:
Interested candidates are invited to submit their resume and their relevant experience and qualifications. Shortlisted candidates will be contacted for an interview.
https://www.ditto.jobs/job/gumtree/2572600451?source=gumtree
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Johannesburg
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813
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WHO ARE WE?
We are a dynamic and innovative media solutions group dedicated to driving success through cutting-edge multichannel strategies. Our mission is to deliver impactful and effective media solutions that empower our clients to excel in the digital communications industry.
WHO ARE WE LOOKING FOR ?
An experienced Insights Specialist with in-depth knowledge of consumer behavior and shifts, especially in the digital and radio domains.
WHAT WILL YOU DO?
As a key member of our team, you will play a crucial role in conceptualising and productising innovative multichannel media solutions. Your responsibilities will include:
Developing insights to support our clients marketing objectives and drive ROI.Building compelling storylines from a convergence and multichannel perspective.Evaluating briefs and providing strategic recommendations for clients and advertisers.Proactively generating ideas to enhance client media strategies.Preparing and delivering presentations to clients and advertisers.Taking a proactive approach in analyzing various sectors and devising comprehensive 360-degree solutions.
Youll also be involved in:
Developing a multichannel product set aligned with specific marketer objectives.Formalizing and executing a product development process.Playing a key role in championing the development and delivery of performance-based campaigns.Being actively engaged in strategic pitches.Contributing significantly to the development of multichannel skills across our group.Undertaking key projects as directed by management, such as new business pitches and media landscape reports.Building strong client relationships, both internally and externally, to better understand client needs.Collaborating with our Sales team in client presentations.Attending regular status meetings and necessary training sessions.Preparing and maintaining detailed internal documents and collateral to support our sales teams.
WHAT DO YOU NEED?
To excel in this role, you should possess the following qualifications and skills:
A degree or equivalent (NQF 7) in Marketing, Advertising, or Media Studies.A minimum of 5 years of experience in a mid-level position within a large Media or Market-related organization.Access to your own vehicle, a valid SA Driving License, and the ability to travel with your own transport.
Additionally, you should have:
Extensive knowledge of market, consumer, and research dynamics.Proficiency in common media tools, advanced media tools, and emerging media tools such as Telmar, Arianna, AMPS, TGI, Effective Measure, Google Analytics, and Ad Dynamix.Strong commercial...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDM0OTY4MTg5P3NvdXJjZT1ndW10cmVl&jid=1719959&xid=1034968189
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*Reference: JHB005343-PC-Jh-1*
Our client in the Real Estate and Property industry is seeking an Outbound Call Centre Agent to work remotely
**Minimum requirements:
**
* Matric
* Min 2 years’ Outbound Call Centre Experience
* Own Laptop/Computer with Wi-Fi is essential
* Draw daily leads from HubSpot CRM System
* Contact property owners who are
potentially in the market to sell their property
or to create an opportunity to consider selling
their property to the company
*
Consultant: Poleen Cass - Dante Personnel Johannesburg
Apply via our website (www.dantesa.co.za)(\https:/www.dantesa.co.za\)
If you do not hear from us within 5 days, please accept that your application was unsuccessful*
R R6 000 plus Commission
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzY0NjQ1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1256177&xid=1555_64645
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