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... appointments, consultations. Issued business and revenue against targets. Update client details on records. Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and ...

... Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their ...

Your time is now to be your exceptional best at Old Mutual! Job Description This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. The position has been identified as a FAIS position ...

... Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance 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. Responsible for the procurement of new business Expand sales of products and services with existing customers Work mainly on own leads Skills Education Closing Date ...