Financial Advisor - eMalahleni

Join our vibrant brand. We are looking for dynamic individuals who have a passionate entrepreneurial spirit to champion our valued customers achieve their lifetime goals by identifying their financial needs and providing sound financial advice. ...

This full-time role is for a Financial Advisor based in Emalahleni. · Assess clients' financial needs. · Propose effective investment strategies. · Guide clients on retirement planning. · ...

+A confident individual is required to offer financial solutions and benefits to clients. · To manage client relationships and provide advice on suitable solutions. · Identify opportunities for business growth. · ...

Effective marketing of life assurance and funeral products within Emalahleni and surrounding areas. · ...

Selling of life assurance and funeral policies Conducting clients needs analysis Following up on leads Servicing new and existing members Quality control of new business at iMas Insurance Brokers in Emalahleni. · ...

Branch Consultant/ Financial Advisor at Sanlam. · ...

To promote Sanlam Retail Mass (SRM)’s products and increase market share through: Providing sound financial advice and a high level of client service in a Branch context. Creating opportunities for client optimisation and cross selling of value-added products. · Build a successfu ...

Provide sound financial advice and a high level of client service in a Branch context. Create opportunities for client optimisation and cross selling of value-added services. · Sales delivery · Gain and maintain an in-depth understanding of SRM product ranges. · ...

+We are looking for a Financial Advisor to join our team. The successful candidate will provide advice on a specific range of products to allocated markets and be individually accountable for achieving results through their own efforts. · + · +Provide quality service to customers ...

The purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning and products suited to their needs. · ...

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. · Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to c ...

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation and overall protection tactics to increase vertical sales index VSI and drive client retention entrenchment through using contextual Money Management principles.Hello f ...

To provide an exceptional experience to private clients focused on foundational wealth creation accumulation and protection strategies Enhance client engagement and loyalty by applying contextual Money Management principles driving growth in the Vertical Sales Index VSI and foste ...

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation and overall protection tactics to increase vertical sales index VSI and drive client retention entrenchment through using contextual Money Management principles. · ...

Deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention.We design for the shapeshifters and deliver products · and services that ...

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. · Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation. · ...

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention entrenchment through using contextual Money Management principles.Deliv ...

We strive to be a trusted partner helping to create a better world by providing an innovative, contextual and integrated financial solutions. · As part of our team in FNB Points of Presence, you will be surrounded by unique talents, and an inclusive environment which value our di ...

This role is for a professional and qualified Company Secretary to meet the needs of a large mining concern. · ...

We're all about building strong lasting relationships with our financial advisors. We know that you have hopes for your future – your career your personal development and of achieving great things. · ...