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Results for financial advisor in Jobs in Other
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We are looking for a Financial Advisor who has a client base of their own to join an established financial services company based in the northern suburbs. The successful candidate will be responsible for clients’ Financial Planning, Investment and Retirement Proposals. The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process.
*Qualifications & requirements:*
* Financial Industry related qualifications.
* Completed at least a financial industry related Diploma (NQF 5 level)
* A degree or Postgraduate Diploma, CFP accreditation would be advantageous
* Regulatory Exam RE 1 / RE 5
* Minimum 4-5-year experience in a Financial Services Environment with focus on Financial Planning & Financial Solutions to Client
* Not working under supervision
* Independent advisor/broker and not tied to 1 Company only
*Responsibilities:*
* Scan client base and target markets for financial planning opportunities.
* Generate leads by identifying appropriate clients/prospects.
* Create interest and secure financial planning meetings with clients.
* Retain existing clients and generate new clients.
* Optimise business profitability by identifying income opportunities and meeting agreed to income
* targets.
* Facilitate requirements for clients and product/service providers.
* Track and report progress of agreed implementation to clients.
* Conduct annual reviews with clients.
*Commission only with a high earning potential*
Company offers:
* Group Life Benefits
* Desk / Internet / Printing facility /Telephone
* Administrative Support
* PI Cover
* Leads
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzgyOTNfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137061&xid=1555_8293
2y
Ads in other locations
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Minimum requirements: Must have a degree in Stats/Maths/Applied maths/performance analysis (IT programming/database/analytics is strongly recommended)Must have a minimum of 3 years experience in a similar roleMust have Advanced Excel and VBA skills, Matlab, R, Python and C# and SQL will be a distinct advantageResolve financial advisor and actuarial queries correctlyCompile, maintain and distribute various management reportsInterpret and assist with the implementation and understanding of various regulations, standards and licensesIdentify and manage potential projects Maintain internal tools, systems and dataPerform actuarial and financial planning research to answer queries Consultant: Heidi Diedericks - Dante Personnel Recruitment Pretoria Branch
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU3MjYxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1210360&xid=1108_57261
2y
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We are looking for Self-motivated, Energetic and Sales
driven individuals to market and sell Old Mutual, Metropolitan, Sanlam and
Avbob products. Align yourself with a leading Brand.
Minimum requirement:
Matric or equivalent qualification.
Sales experience will be an advantage.
Training will be provided.
Forward your Curriculum Vitae to sethu@dbbrokers.co.za
12d
1
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We are looking for Self motivated, Energetic and Sales driven individuals to market and sell Old Mutual, Metropolitan, Sanlam and Avbob products. Align yourself with a leading Brand.Minimum requirement:Matric or equivalent qualification.Sales experience will be an advantage.Training will be provided.Forward your Curriculum Vitae to sethu@dbbrokers.co.za.
17d
1
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Financial Advisors/BrokersMondaine Financial Services group has a large national Independent Brokerage division. Now expanding its highly successful business model throughout Cape Town. If you have 2 years + Insurance sales experience and completed your RE5 exam. We want to share with you our unique offering. You can now present your clients with140 product provider mandates including all the leading Insurance companies. Accreditation arranged from day one.Plus much, much more.Please forward your CV to arrange an immediate interview. paul@mondaineconsult.co.za.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ1NTE5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1168289&xid=1266_45519
2y
1
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*Reference: CPT005722-du Pl-1*
*SALES REPRESENTATIVE*
*Century City, Cape Town*
*R 15 000.00 ctc with commission *
*Our client based in Century City, is looking for a Sales Advisor whose role will be to respond to inbound leads and conduct cold calling of potential clients, promote the companys services and close deals*
**Minimum requirements:
**
* 1 - 2 years minimum previous experience in a sales environment
* Previous experience in a financial services environment
* Cold calling experience would be advantageous
* Excellent communication skills
* Exceptionally driven, self-motivated and hardworking
* Driven to earn well and succeed targets
* Excellent sales skills, confident with the ability to influence and persuade in a tactful and diplomatic way
* Vehicle and drivers license advantageous
* Able to work long hours
*Consultant: Janke Du Plessis - Dante Personnel Cape Town
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*
15 000 - Monthly
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzY4NjQxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1263201&xid=1555_68641
2y
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