At Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning the highest standards of excellence and provide services and advise that is best suited to our clients an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused marketing drives in your region. To effectively service your clients that may be in other centers limited related field 2 years experience in the financial services industry Have an understanding of Collective Investment Passionate about providing the best financial services and advice to clients Effective problem-solving
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to and taking minutes of meetings from Financial Advisors interaction with clients;
completed correctly) servicing and any other requirements;
new business and/or client servicing;
Jenwil BlueStar Financial Advisory Services is a reputable and fast-growing financial advisory firm with exceptional service and results. Provide comprehensive financial planning and investment services to clients for the Financial Advisor position at Jenwil BlueStar Financial Advisory Services, candidates should related field Proven experience as a Financial Advisor or similar role Strong knowledge of investment
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
Jenwil BlueStar Financial Advisory Services is a reputable and fast-growing financial advisory firm with exceptional service and results. Provide comprehensive financial planning and investment services to clients for the Financial Advisor position at Jenwil BlueStar Financial Advisory Services, candidates should related field Proven experience as a Financial Advisor or similar role Strong knowledge of investment
organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products) clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome