customer-focused innovation and service excellence to the financial services industry. We're an undivided team of past their limits. The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
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lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
delivering overall quality products. The Technical Advisor shall accept responsibility for sales, customer objectives are met. The position of the Technical Advisor is responsible for: Assist with operational performance
We looking for Financial Advisors for personal lines for short term insurances for a giant insurance in order to provide specialist, professional financial advice in all relevant business areas Meet the
all your personal and business insurance and financial needs. Indwe Risk Services is always looking for of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide rewarding Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5