Financial Advisor (Short Term) (HCV & GIT Experience)

apartmentMerand Corbett & Associates placeDurbanville calendar_month 

Requirements:

  • Minimum 5 years experience in HCV (Heavy Commercial Vehicles) and GIT (Goods in Transit) insurance
  • Fully qualified: RE5 and FAIS Credits (NQF 4)
  • Own reliable vehicle with uninterrupted access
  • Willingness to travel occasionally as required

Key Attributes:

  • Entrepreneurial mindset with a passion for sales
  • Excellent communication skills (English & Afrikaans, verbal and written)
  • Confident, enthusiastic, and self-motivated
  • Ability to work independently and collaboratively within a team
  • Strong relationship management and client service orientation
  • Skilled in presentation and facilitation
  • Flexible, adaptable, and trustworthy

***Only shortlisted candidates will be contacted***

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apartmentRory Mackie & AssociatesplaceCape Town, 23 km from Durbanville
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business_centerHigh salary

Paraplanner

apartmentRory Mackie & AssociatesplaceCape Town, 23 km from Durbanville
management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial...