Rustenburg: Financial Advisor posted by Info Personnel

Financial Advisor The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions. It ent

Requirements: Car & License Matric Clear credit score and no criminal recordBenefits: Groundbreaking training on sales, mindset and financial planning A chance to build true wealth and 100% commission structure. Financial Advisor position available in West

Big News: OneSpark is Revolutionizing Insurance! At OneSpark, were not just an insurance companywere transforming the industry with cutting-edge AI and technology, making life insurance instant, smart, and affordable. We`ve partnered with giants like Googl

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio

Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio

Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account Management Customer Relationship Management (CRM) Data Oper

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with y

IGrow Group of Companies , one of SA’s top property investment companies is seeking a dynamic and forward-thinking Financial Advisor . IGrow Group of Companies is one of the most sort after companies to work for as we are constantly driving to grow our sta

Duties: Follow all the steps of financial planning in the sales process Generate leads, set up appointments and meet the client Prepare and present recommendations and/or solutions Implement, review and monitor solutions Obtain all necessary documents Meet

Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in a Wealth Management role Verbal and written communication, in English and Afrikaans, at all

Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in a Wealth Management role Verbal and written communication, in English and Afrikaans, at all

About Us: Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services to professionals in the market for over 30 years. Their success is built on strong relationships and professional service. What Youll Do: Client

Are you a professional and career Financial Advisor serving high-net-worth individuals. My Client, one of South Africas largest banking groups is offering an exceptional career opportunity to join a team that provides you with access to an extensive networ

We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region. DUTIES - Develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, thi

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans , at all leve

Your NQF 5 Full Short Term Qualification approved by FSCA, 5 Years experience in an Account Manager/Executive or similar role, 8 Years experience in Short Term Insurance together with verbal and written communication, in English and Afrikaans , at all leve

This position is for a financial advisor managing an existing portfolio for a fixed salary. Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in

This position is for a financial advisor managing an existing portfolio for a fixed salary. Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in

Are you a Financial Advisor ready to take your career to new heights? Join OneSpark , South Africas most innovative insurance brand, in partnership with Dis-Chem , one of the nations leading healthcare retailers. At OneSpark, were not just about selling in

An accredited financial services provider based in Gauteng is looking for 10 Financial Advisors to provide financial advice, recommends and implements financial plans, and builds relationships with customers. Their responsibilities include: Identifying a c

Join OneSpark, the worlds most innovative InsureTech, where we`re transforming life insurance with advanced AI and our exclusive Dis-Chem partnership. You`ll have access to unlimited leads and unmatched growth potential Key Responsibilities: Sell and advis

Join a leading FSP as a Financial Adviser Grow Your Career & Empower Your Clients! Are you ready to make a real impact? Join today and become part of a leading team thats transforming the financial landscape! Were expanding and looking for ambitious finan

Join Our Growing Team at Stride!Are you a dynamic and driven Financial Advisor looking for a new challenge? Stride, a division within the Third Age Group, is expanding and we want you to be a part of our success!About StrideStride is a premier financial se

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years` experience with

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic