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Source And Select
, Gauteng
Why US: www.benchmarkcapital.co.za Our clients come from all walks of life and so do we! We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. Why You?“Your best investment is yourself. There is nothing that compares to it.” -Warren Buffett. Attention all Fin
Job Source: Source And SelectDk Consulting
Pretoria, Gauteng
These jobs were popular with other job seekers Amazing opportunity for elite and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified leads are given by the company at no cost offering excellent earning potential. The job is hybrid. Desired Experience & Qualification Minimum requirements (not negotiab
Job Source: Dk ConsultingLiberty Group
Pretoria, Gauteng
Liberty is looking for Advisers to come and join its dynamic team of Financial Advisers around Gauteng. Roles and Responsibilities: · Successful candidates will be running their own professional practice under the Liberty umbrella and getting... Minimum Requirements: ·National Senior Certificate (Grade 12). ·Minimum of 2 years Sales experience.
Job Source: Liberty GroupThe Recruitment Council
Centurion, Gauteng
Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company’s wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected
Job Source: The Recruitment CouncilA Triple A Recruitment
Pretoria, Gauteng
Pretoria Portfolio Manager (Brokerage) Market Related Our Client, a reputable insurance brokerage, partnered with leading insurance companies, has a fantastic opportunity for Short Term Insurance Marketers to join their team. Key Responsibilities:· New business development – Commercial Short-term insurance accompanied by Personal insuranc
Job Source: A Triple A RecruitmentThe Recruitment Council
Centurion, Gauteng
Our client is well renowned FSP Asset manager is looking for an exceptional candidate to take on the role as the Head of Product Development in which you will be accountable for the strategic management of the design and implementation of the company’s Retail Investment Platforms product solutions and platform capabilities to ensure that the compan
Job Source: The Recruitment CouncilSouth Africa
Pretoria, Gauteng
Job Overview A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits. Job Objectives: To manage the long-term
Job Source: South AfricaThe Recruitment Council
Centurion, Gauteng
Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leader
Job Source: The Recruitment CouncilPretoria, Gauteng
R 500000 ZA Per annum
Pretoria Permanent R5000 Health & Wealth Advisor_Brokerage Sector: Medical/Insurance Location: Pretoria Salary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission)Purpose of job: To ensure team performance in line with set targets and compliance to membership processes for new business and the retention of existing members. To contribute towards the organizational growth by applying the most effective selling techniques of selling and retention functions within the Sales Team to ensure membership growth as per the desired member profile with special attention to process requirements. Role outputs:1. Building and maintain good relationships with all stakeholders2. Maintain excellent client service daily on: • Personal & Telephonic interaction with product providers, administration staff & clients • Concise e-mail communication to current client base, potential clients and administration staff• Formal report interpretation and reporting to Manager • Advising potential clients (face to face, telephonically and or electronically) on all products as per product base and per FAIS requirements • Administration process of completing necessary documentation with potential clients • Follow-up on outstanding information & documentation on all applications for all product suppliers • Follow-up on all feedback received • Assisting in all queries received • All after sale service to clients • Office duty as per office requirements • Submitting documents for processing • All product benefit confirmation • Maintain records as per office/FAIS requirement o Walk-In Centre duties • General Sales Duties Requirements:• Sales tactics/principles • FSB structure and FAIS Act • Good industry knowledge • Good understanding of the Financial Industry• Good understanding of product provider underwriting policy• Above average interpretation of product provider terminology • Computer skills (MS Office, Excel & Outlook)• Inter personal skills• Grade 12• RE 5• Drivers Licence and own vehicle Send your CV and latest pay slip to [email protected] Atriple A Recruitment and Tempswww.aaaa.co.za
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Health & wealth adviser (brokerage) jobs in Pretoria, Gauteng
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