ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Future Careers
Johannesburg, Gauteng
We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region. Description- Develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements
Job Source: Future CareersOld Mutual Life Assurance Company
City Of Johannesburg Metropolitan Municipality, Gauteng
Salaried Financial Advisor page is loaded Salaried Financial Advisor Apply locations Braamfontein time type Full time posted on Posted 6 Days Ago job requisition id JR-2678 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflect
Job Source: Old Mutual Life Assurance CompanyCrayon
Johannesburg, Gauteng
These jobs were popular with other job seekers Managed Outsourced Technology Solutions t/a MOTS Recruit Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Managed Outsourced Technology Solutions t/a MOTS Recruit Insurance and Wealth Creation Professionals t/a IWCP
Job Source: CrayonBertlie Recruitment
Johannesburg, Gauteng
These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Our client is looking for Financial Advisors:
Job Source: Bertlie RecruitmentOld Mutual Life Assurance Company
Boksburg, Gauteng
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Boksburg time type Full time posted on Posted Yesterday job requisition id JR-51559 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We a
Job Source: Old Mutual Life Assurance CompanyOld Mutual Limited
Johannesburg, Gauteng
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id JR-53830 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Source: Old Mutual LimitedOld Mutual Personal Financial Advice
Sandton, Gauteng
These jobs were popular with other job seekers Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Insurance and Wealth Creation Pro
Job Source: Old Mutual Personal Financial AdviceRoyal Square Financial
Johannesburg, Gauteng
Warning: include_once(/hermes/bosnacweb04/bosnacweb04cc/b1051/ipw.qiniso/public_html/rsfsite/wp-content/plugins/wp-super-cache/wp-cache-phase1.php): failed to open stream: No such file or directory in /hermes/bosnacweb02/bosnacweb02ar/b1051/ipw.qiniso/public_html/rsfsite/wp-content/advanced-cache.php on line 22 Warning: include_once(): Failed openi
Job Source: Royal Square FinancialJohannesburg, Gauteng
R 300000 ZA Per annum
Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team. Job Purpose: The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. Responsibilities: Sales Opportunities Creation
Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities
Customer Needs Clarification
Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale
Customer Onboarding
Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points
Performance Management
Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance
Customer Relationships Development
Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships
Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response
Client & Customer Management (External)
Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty
Client Document Management
Create and ensure compliance with a companywide document management system
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfil personal potential. Maintain an in-depth understanding of Financial Service conferences, and reading specialist media
Qualification and Experience:
Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
120 FAIS Credits (NQF5) in Wealth management (Essential)
RE5 (Essential) 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
2 or more years’ experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Life & investment) (Essential)
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202627 subject heading or email body. Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its’ appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful and we encourage you to reapply. Please note that as a registered member of APSO, Surgo (PTY) Ltd. does not hold applicants accountable for any application fee. Your CV will be kept on our database for us to contact you should any future vacancies become available. If you do not wish for us to keep your CV for any other positions, please email [email protected]
#J-18808-Ljbffr
Financial advisor jobs in Johannesburg, Gauteng
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.