Job Summary
2 Years short term insurance experience in a Client Service Role, min 150 FAIS credits in Short Term Insurance, FAIS recognized qualifications, CPD up to date, Personal Lines, RE5 ce
Job Summary
To grow the Absa customer base through acquisition and increased customer profitability of the identified portfolio. Gain new customers and increase port folios of current customers
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Requirements2 years’ experience in a sales and/or customer service role2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)Matr
Requirements2 years’ experience in a sales and/or customer service role2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)Matr
Requirements2 years’ experience in a sales and/or customer service role2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)Matr
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Description
As part of our team in FNB Points of Presence, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Summary
Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Ad
Job Summary
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the se
Job Overview:
Are you a customer centric person, who will always put your customers first?
Are you a natural-born salesperson, who has that magic touch? Well, if you answer is yes, then I am s
Job Responsibilities
You will always make sure, that the customer’s interest comes first, whilst providing exceptional customer service.
You’ll have experience in both outbou
Job description:
The Adviser Assistant is responsible for providing support to Financial Advisors, specifically focused on investment and retirement proposals, monthly portfolio reviews, client