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Financial and insurance advisors jobs from the company Executive placements in Cullinan (10 jobs)

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  • Executive Placements
  • Cullinan
... experience in the financial services industry, experience as financial advisor and Minimum 5 ... and feedback; Recruit Value Add Financial Advisors within the designated criteria. ... , and profitability; Liaise with financial advisers and address any sales ...
23 days ago
  • Executive Placements
  • Cullinan
... in finance, Insurance, or a related field. A Certified Financial Planner (CFP®) ... understand their long-term insurance needs and financial goals. Product Recommendation: ... and provide appropriate insurance solutions to mitigate potential financial risks. Claims ...
16 days ago
  • Executive Placements
  • Cullinan
... qualifications in business management or financial planning are a plus. And ... feedback to the SBDE and advisors. Assist advisors in utilizing technology platforms ... engagement and operational efficiency. 2. Advisor Recruitment and Onboarding Actively support ...
23 days ago
  • Executive Placements
  • Cullinan
... qualifications in business management or financial planning are a plus. And ... feedback to the SBDE and advisors. Assist advisors in utilizing technology platforms ... engagement and operational efficiency. 2. Advisor Recruitment and Onboarding Actively support ...
a month ago
  • Executive Placements
  • Cullinan
... the potential of top-performing financial advisors. This role focuses on ... in financial services, with a strong focus on business development, advisor management ... Plans (VCPs) for top-performing financial advisors, focusing on achieving significant revenue ...
23 days ago
  • Executive Placements
  • Cullinan
... financial transactions. To prepare the monthly recons on the Bank’s Insurance ... Statutory reporting 4. Investment, Insurance & Reinsurance Accounting Investment accounting ... Insurance Accounting Reinsurance Accounting Knowledge / Experience SAP/ Financial ...
9 days ago
  • Executive Placements
  • Cullinan
... years relevant experience in the financial services industry; Critical Competencies: ... and with all staff, contractors, advisors, clients, suppliers, partners and regulatory ... : Finance, maintain the divisions financial performance; In conjunction with the ...
23 days ago
  • Executive Placements
  • Cullinan
... and in line with fundamental financial principles. Key Responsibilities: Asset ... monthly depreciation, and manage asset insurance. Audit Support: Assist in ensuring ... treasury functions and ensure effective financial operations. Performance Reporting: Deliver ...
19 days ago
  • Executive Placements
  • Cullinan
... relevant qualification 2 years' experience in financial industry Understanding of employee benefits ... , including payrolls, pensions, and life insurance. Benefits Administration Support: Effectively supporting ...
8 days ago
  • Executive Placements
  • Cullinan
... relevant qualification 2 years' experience in financial industry Understanding of employee benefits ... , including payrolls, pensions, and life insurance. Benefits Administration Support: Effectively supporting ...
8 days ago