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Insurance financial advisor jobs in Cullinan (24 jobs)

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  • Job Placements
  • Cullinan
... Description: JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping ... an exciting opportunity for aspiring financial advisors. DUTIES AND RESPONSIBILITIES: Source ... have any previous experience as a Financial Advisor Entrepreneurial mindset
2 days ago
  • 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 ...
21 days ago
... for the servicing of the Financial Advisor Offices with any matter relating ... feedback on any instructions to Advisors and Advisor Assistants Maintain agreed upon ... the changing servicing needs of Advisors Be able to build strong ...
24 days ago
  • Job Placements
  • Cullinan
... in financial services Specializing in long-term insurance, pensions, and retail financial products ... a lasting impact as a Junior Legal Advisor, this is your time. ð??© DM ...
a day ago
  • Job Placements
  • Cullinan
... in financial services Specializing in long-term insurance, pensions, and retail financial products ... a lasting impact as a Junior Legal Advisor, this is your time. ð??© DM ...
2 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 ...
14 days ago
... ? Join a leading team as a Short Insurance Portfolio Manager, where you will ... . Key Responsibilities: Engage with existing financial intermediaries to foster partnerships. Canvass ... experience in the short-term insurance industry. NQF Level 4: Short-Term ...
a month ago
  • Job Placements
  • Cullinan
... year-end journal entries. Prepare financial records up to trial balance ... . Oversee asset accounting and manage insurance-related matters. Contribute to process ...
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 ...
21 days ago
  • Job Placements
  • Cullinan
... -life (short-term) insurance and long-term insurance (being an advantage) ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
21 days ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
a day ago
  • Job Placements
  • Cullinan
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
8 days ago
  • Job Placements
  • Cullinan
... regulatory frameworks applicable to the financial services industry. Location: Bellville ... life (short-term) insurance and long-term insurance being an advantage. ... and building strong relationships with financial advisors. Providing clear and accessible ...
a day 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 ...
21 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
... 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 ...
7 days ago
  • Job Placements
  • Cullinan
... Underwriting Manager in the Insurance Sector We are ... with existing and new Financial Intermediaries. Achieve new business ... design and development of insurance products. Conduct competitor analysis ... experience in the short-term insurance industry. NQF Level 4: ...
a month 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 ...
17 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 ...
6 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 ...
6 days ago
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