Letsatsi Finance and Loan (Pty) Ltd loan/insurance products; creation of new business; maintaining and improving Letsatsi Finance and Loan (Pty) Ltd products and services Developing and growing customer database Meeting requirements Keep updated with product knowledge Educate customers on products and terms & conditions
PowerPoint
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally business and product specific training. FAIS compliant (continuous professional development). Completed and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
PowerPoint
to your personal success. We offer structured development paths, mentorship programs, and a platform for our wide range of innovative and market leading products. We offer a 100% commission with lucrative rewards profitable business · Market and sell the Liberty product range · Achieve monthly targets · Keeping abreast Full mentorship program Extensive training and development Great recognition Great culture Excellent value
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching
encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective prospective clients • Ensure constant business development - attract new business, leads and top ups from client meetings with clients • Management and development of an Assistant • Keep abreast of changes by
encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective prospective clients • Ensure constant business development - attract new business, leads and top ups from client meetings with clients • Management and development of an Assistant • Keep abreast of changes by
Purpose: The individual will to contribute to the development and maintenance of best practice models and assessment ways to operate and add value Contribute to the development of differentiated, superior solutions (solution business requirements through analysis Ensure product and/or solution design is congruent with the required stakeholder requirements timeously Contribute to the development of differentiated, superior solutions (solution business requirements through analysis Ensure product and/or solution design is congruent with the required