Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
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 Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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Job Description:
As a Financial Services Network Consultant, your primary duties and making professional appointments within the financial services industry. You will be responsible for within the financial services sector.
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 Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Graduates sought for various Cape Town-based opportunities Degree from mainstream university required
Requirements:
Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to events. Training and upskilling new and existing Financial Advisors and their staff. SUPPORT FUNCTIONS Support broker recruitment in the financial services industry. RE1 and RE5 Skills: Financial Industry Expertise: Comprehensive Comprehensive understanding of financial products, markets, and regulations. Sales and Marketing Skills: abilities. Technical Proficiency: Familiarity with financial systems and tools. Training and Development: Capacity
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
combines your knack for sales with a passion for financial advisory? Look no further Our dynamic team is evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services firm committed committed to empowering individuals to secure their financial futures. With a track record of excellence and contribute to our nation's financial well-being. Full Training: No prior financial expertise? No problem We