Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave
Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave
and, I have the power to make it so.” Start the New Year with a career change and become a part of Liberty training and development will take your career to new heights by giving you the advantage of building you
/Financial Needs Analysis/Estate Planning
New Business Administration
Preparation of quotes
terms of queries, keeping customers up to date and new business
Changing of beneficiaries and switch
switch forms
REs
Looking for new business opportunities from current client base
Applicant
supervisors, operations and clients regarding current/new schedules and pay queries Ensure payroll department schedules Assist payroll with creating new payroll schedules as required to new specifications Maintaining filing
supervisors, operations and clients regarding current/new schedules and pay queries Ensure payroll department schedules Assist payroll with creating new payroll schedules as required to new specifications Maintaining filing
Negotiation of deal terms and conditions. Identify new opportunities and needs through Business Development Business Plan and assume responsibility for generating new business. Review Operating Manual and operating procedures procedures. Be the custodian of funds disbursement of new Fund deals and portfolio management. Presentation
Negotiation of deal terms and conditions. Identify new opportunities and needs through Business Development Business Plan and assume responsibility for generating new business. Review Operating Manual and operating procedures procedures. Be the custodian of funds disbursement of new Fund deals and portfolio management. Presentation
investments already on the books) 50 – 70% new business commissions (new clients) Junior / Vested Adviser: - 40% recurring commissions 60 – 80% new business commissions (new clients) Junior / Partially Vested Adviser: 20% recurring commissions 80 – 90% new business commissions (new clients) Responsibilities: - Source Established network of clients and ability to prospect for new business. Benefits: Up to R2.4m in non-lapsable vesting investments already on the books) 50 – 70% new business commissions (new clients) Junior / Vested Adviser: -
in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers any other compliance requirements Scan to file all new business documents in client folder. General office