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Financial Advisor
6 hours ago
Propulsio BrokerWorx Pretoria, South Africa**Your Resonsibilities**: · - As a Financial Advisor, you will provide planning and consulting services to help clients manage their money more efficiently. · - You will advise your clients on investments that fit their style, goals and risk tolerance, developing and adjusting in ...
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Financial Advisor
6 hours ago
Select One Pretoria, South AfricaDuties include but will not be limited to: · - Reaching target · - Selling and marketing products to the public · - Cold calling clients to obtain business and leads · - Gathering information and documentation needed to request quotations and fulfil compliance standards · - Perfo ...
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Financial Advisor
6 hours ago
Select One Pretoria, South AfricaDuties include but will not be limited to: · - Reaching target · - Selling and marketing products to the public · - Cold calling clients to obtain business and leads · - Gathering information and documentation needed to request quotations and fulfil compliance standards · - Perfo ...
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Discovery Financial Advisor
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Assistant Financial Advisor
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CareerfinderZA Pretoria, South Africa**Key Performance Area**: · - Client/Prospect portfolio preparation and analysis · - Assisting clients with Vitality and Vitality Drive · - Proactively manage client queries · - Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new busi ...
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Financial Advisor
20 hours ago
Finding Personnel (Pty) Ltd Centurion, South Africa Full timeSluit by die span aan as 'n Finansiële Adviseur, wat spesialiseer in boere en die landbouwaardeketting. Maak 'n betekenisvolle impak op die lewens van individue in die landbousektor. · ROLES AND RESPONSIBILITIES · Netwerk en Verhoudings: Bou kontak met boere, landbou-ondernemings ...
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Financial Advisor
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Arivu Recruitment and Consulting Randburg, South Africa_**Position: Financial Advisor**_ · - **Location: Randburg, Gauteng**_ · - **Remuneration: Commission only**_ · A Liberty affiliated client is looking for dynamic and ambitious Financial Advisors to join their growing team · A Financial Advisor is responsible for educating client ...
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Financial Advisor
6 hours ago
Ikusasa Recruitment Group Sandton, South Africa**THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...
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Financial Advisor
6 hours ago
Ikusasa Recruitment Group Sandton, South Africa**THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...
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Financial Advisor
6 hours ago
Scholtz Partners International (Pty) Ltd Kempton Park, South AfricaMinimum 2 years' experience as a Financial Advisor · - Must have RE5 and grade 12. · - COB - certificates (must be in place and have certificates sent through) · - CPD points (must have proof) · - Must be able to sell and advise clients on Retirement, investment and Risk planning ...
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Financial Advisor
6 hours ago
Afrizan Sandton, South AfricaOne of our clients is looking for an experienced Financial Advisor / Life Broker to join their dynamic team. · **That is what makes them different.** · "They challenge the status quo, they push the boundaries of what is possible, by building amazing insurance products that can ch ...
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Financial Advisor
4 hours ago
ES Recruitment Pretoria, South AfricaA large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by as ...
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Financial Advisor
1 day ago
Scholtz Partners International Pretoria, South Africa Full timeBrief description of the vacancy: Self-motivated and driven individualGoal orientatedMinimum 2 years experience as a Financial AdvisorMust have RE5 and grade 12Must have a clean ITC recordMust be able to sell and advise clients on Retirement, investment, and Risk planning.Appoint ...
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Financial Advisor
4 hours ago
Rory Mackie & Associates Pretoria, South Africa Full timeOverview: · Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Pri ...
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Independent Financial Advisors
8 hours ago
Status Asset Management Pretoria, South Africa Full timePosition: Independent Financial Advisor (IFA) · Location: National · Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. ...
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Aspiring Financial Advisor
5 days ago
Old Mutual Pretoria, South Africa Full timeLet'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 who have a passionate entrepreneurial spirit to ...
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Independent Financial Advisor
16 hours ago
The Recruitment Council Pretoria, South AfricaDo you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Are you knowled ...
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Financial Advisor Short Term Insurance Personal
6 hours ago
Ikusasa Recruitment Group Centurion, South Africa**THE ROLE** · Financial advisors / Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment · Financial advisors / Business Development Consultants advise primarily on motor and household ...
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MFC Salaried Financial Advisor
5 days ago
Old Mutual Pretoria, South Africa Full timeDescription · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? · The role of a financial advisor is one that demands utmost prof ...
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MFC In-House Salaried Financial Advisor
20 hours ago
Old Mutual Pretoria, South Africa Full timeDescription · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. The position has been identified as a FAIS position and falls within the ambit contemplated by ...
MFC Salaried Financial Advisor - Vereeniging, South Africa - Old Mutual
Description
Description
Key /Performance AreasFinancial Advice
· Provides advice in line with the customer value proposition & compliance framework.
· Works in specific allocated markets.
· Works with a specific range of products.
Personal Effectiveness
· Accountable for service delivery through own efforts.
· Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
· Makes increased contributions by broadening individual skills.
· Collaborates effectively with others to achieve personal results.
· Accepts and lives the company values.
Relationship Building
· Establish sound working relationships and maximises opportunities with prospective clients.
· Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
· Develops, tracks & reviews business plan to meet individual performance targets.
· Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
· Grade 12 (Matric).
· Valid Driver's licence and Own Car
· FAIS Compliance
· Clear criminal and credit check
· Minimum of 3 years working experience (preferably in sales)
· Computer literacy (MS Word, Powerpoint and Outlook)
· Excellent communication skills (written and verbal)
· Presentations skills an added advantage
Attributes / Competencies
· Client Focus
· Decision Making
· Planning & Organising
· Sales Ability
· Technical Knowledge
· Tenacity
Skills
Education
Closing Date
31 December 2024