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;
execute this with the assistance of an Internal Sales Rep who forms the administrative backbone of invoicing
execute this with the assistance of an Internal Sales Rep who forms the administrative backbone of invoicing
channel, direct sales, corporate, individual, etc). Assist with member data analysis and interpretation. Prepare scheme options analysis) and make recommendations assisting towards scheme growth. Utilise proven primary Degree (Informations Systems or Statistics or Financial Management or equivalent) Experience Minimum 5
channel, direct sales, corporate, individual, etc). Assist with member data analysis and interpretation. Prepare scheme options analysis) and make recommendations assisting towards scheme growth. Utilise proven primary Degree (Informations Systems or Statistics or Financial Management or equivalent) Experience Minimum 5
engineers is seeking for pursuit coordinator who will assist the team with preparation of proposals, corporate elements. Corporate governance Assist to Co-ordinate CRMT of proposals. Assist to Co-ordinate signatory approvals approvals to DoA. Assist to Co-ordinate the signing off of DoA forms by the Company Secretary Assist to Co-ordinate Co-ordinate the final sign-off of approved rates Assist to Co-ordinate proposal sign-off by relevant HOD's Provide formatting and writing standards support to assist the Proposal Leader in creating a compelling and
engineers is seeking for pursuit coordinator who will assist the team with preparation of proposals, corporate elements. Corporate governance Assist to Co-ordinate CRMT of proposals. Assist to Co-ordinate signatory approvals approvals to DoA. Assist to Co-ordinate the signing off of DoA forms by the Company Secretary Assist to Co-ordinate Co-ordinate the final sign-off of approved rates Assist to Co-ordinate proposal sign-off by relevant HOD's Provide formatting and writing standards support to assist the Proposal Leader in creating a compelling and
looking for dynamic sale staff to join a leading financial institution. Must have sales exp, Matric, tertiary
Worth (HNW) and complex client needs, developing financial planning principles, a hierarchy of advice, and HNW and complex client needs.
Performance Monitoring
related field is mandatory.
in Business Administration, Marketing, or related field preferred. Excellent administrative skills a requirement