sectional title-unit development sales
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
client relationships
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our (Essential) • Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our (Essential) • Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but
apturing and taking minutes of meetings from Financial Advisors interaction with clients
Capturing applications
Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business portfolios as well as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring that may be received by the Advisor/s and the Financial Planning Practice
Striving to assist your
looking for dynamic sale staff to join a leading financial institution. Must have sales exp, Matric, tertiary
relationship manager to grow existing business. Financial qualifications and RE5 are an added advantage
Managing client relationships Managing legal and financial risk Reporting of industry trends Knowledge of