Financial Planner / Advisor

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

486266670

Date posted:

Friday, January 7, 2022

Location:

Pretoria, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

We are looking for an experienced Financial Planner / Advisor to work as a Senior Client Service Consultant to join a long term insurance company with a big footprint in South Africa towards Pretoria

Responsible for offering clients accurate information regarding products and premiums

TCF

Data capturing

Policy retention

Attend to policy changes

Overcome objections from difficult clients

Underwriting

Attend to broker queries

Reinstatements

Must have:

Matric

RE 5

FAIS credits

DOFA

Must be within client service role for at least 1 year

Must have worked in long term industry for no less than 2 years'

Excellent English communication

Deadline driven

Admin driven

Great client relationship building and retention skills

Great persuasion skills

Similar jobs you might be interested in:

International Wealth Investments Manager
Location: Johannesburg
Salary:
A well-established financial services group is seeking a Regional Manager to drive the growth and positioning of their International Wealth Investment proposition within the local market. This role offers the opportunity to work closely with advisors and business consultants to support and grow international investment capabilities across various distribution channels.
2 days ago

Wealth Advisor
Location: Johannesburg
Salary: Market Related
An Exciting Opportunity for an Experienced Wealth advisor!
24 days ago

Junior Financial Advisor | Bedfordview
Location: Bedfordview, Gauteng
Salary: Market Related
Junior financial advisor | Bedfordview
79 days ago

PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist in the implementation of clients' financial planning and investment instructions.
7 days ago

Portfolio Planner | Centurion
Location: Centurion, Gauteng
Salary: R336 000 Per Annum + Commission
Portfolio planner | Centurion
7 days ago

Financial Consultant | Centurion
Location: Centurion, Gauteng
Salary: R264 000 Per Annum + Commission
financial Consultant | Centurion
8 days ago

Provincial Head | Centurion
Location: Centurion, Gauteng
Salary: R 1 900 000
Provincial Head | Centurion
8 days ago

Guest Experience and Events Manager - Edgemead, Cape Town (Western Cape, SA)
Location: South Africa
Salary: Market related
Guest Experience and Events Manager - Edgemead, Cape Town (Western Cape, SA) We are currently rec
11 days ago

Guest Experience and Events Manager - Edgemead, Cape Town (Western Cape, SA)
Location: South Africa
Salary: Market related
Guest Experience and Events Manager - Edgemead, Cape Town (Western Cape, SA) We are currently rec
11 days ago

Guest Experience and Events Manager - Edgemead, Cape Town (Western Cape, SA)
Location: South Africa
Salary: Market related
Guest Experience and Events Manager - Edgemead, Cape Town (Western Cape, SA) We are currently rec
14 days ago

Financial Planner / Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Planner / Advisor in Pretoria