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Financial Advisor jobs in Centurion
Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...
Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....
I am looking for 4 to 8 Financial Advisors/Planners who meet following requirements: - Min 1 year of life insurance / investment selling experience - RE5 - Matric - Drivers license & own transport - Clear ITC - Clear criminal record Duties & Responsibilities The role at a glance is about championing our customers to achieve their lifetime goals by identifying their financial needs,...
We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants for motor and household domestic insurance. Basic R 20000.00 plus UNCAPPED commission plus...
Financial Advisor –Health Products Specialist Platinum Talent is seeking multiple dedicated FinancialAdvisors specializing in health products for our client with their Headoffice in Centurion, Gauteng. In this role, you will acquire, retain, and grow a clientbase by offering expert financial planning tailored to health-relatedsolutions. Your primary responsibility will be to provide...
Financial Advisors Specializing in Health (Centurion and Cape Town) Role Purpose: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to...
Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...
Company Description OUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we're always looking for innovative ways to create digitally advanced solutions, without losing sight of our human values. Youi is a company within the OUTsurance Holdings Group. Youi prides itself on being different. We've challenged the Australian...
About Us Since the invention of the truck over 125 years ago, Daimler Truck AG has been a pioneer in the commercial vehicle sector and is today one of the world's largest commercial vehicle manufacturers. Established in South Africa over 60 years ago, Daimler Truck Southern Africa Ltd together with its subsidiaries Daimler Truck Financial Services South Africa (Pty) Ltd and Sandown Motor...
Insurance Sales Advisors who are are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client. Financial Advisors advise primarily on motor and household domestic insurance. Face to Face sales - Thorough understanding of the short-term insurance industry and products -...
Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business andpeople from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the...
Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 27 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen...
Company Description OUTsurance Shared Services is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that customers and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us. Job...
Company DescriptionOUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.The OUTlife Sales department is...
This is an opportunity for a dynamic Customer Financial Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. No of Leads available 5000 Salary Commission - 50/50 Responsibilities:Provide financial advice and planning. Handle and solve client...
Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us. Job Description You will be...
Job title: Financial Advisors Specializing in Health Location: Centurion Role Purpose: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater...
Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re...
Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us. Job DescriptionRequired Competencies...
Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us. Job Description: - Interact with...