you will: -Assist clients needs by conducting an in-depth financial needs analysis - Execute customized customized solutions to meet with clients' financial needs -Offer the best financial advice to your clients considered for the role, the following requirements need to be met: - Matric and NQF5 or related tertiary
you will: -Assist clients needs by conducting an in-depth financial needs analysis - Execute customized customized solutions to meet with clients' financial needs -Offer the best financial advice to your clients considered for the role, the following requirements need to be met: - Matric and NQF5 or related tertiary
departments and clients to satisfy client needs. You will also need to work closely with sales co-ordinators complex as they need to be broken down into various categories. Therefore, you need to be an accurate
communication and admin skills Sales Representative. Will need to be able to travel to sell. Personality to sell communication and admin skills Sales Representative. Will need to be able to travel to sell. Personality to sell communication and admin skills Sales Representative. Will need to be able to travel to sell. Personality to sell
communication and admin skills Sales Representative. Will need to be able to travel to sell. Personality to sell communication and admin skills Sales Representative. Will need to be able to travel to sell. Personality to sell communication and admin skills Sales Representative. Will need to be able to travel to sell. Personality to sell
customers, understanding their needs, and providing solutions that meet those needs. The product and service skills, as well as being able to identify customer needs and close deals. Monthly
clients receive exceptional service and that their needs are met effectively including upselling of new services and offer tailored solutions to key clients You need to be skilled in both relationship management and problem-solver, and negotiator Additionally, you need a strong understanding of the products or services offered by the company so that you can best meet the needs of our key clients Take note that the core focus understanding the client's needs, goals, and challenges and working to meet those needs effectively. Account
strong relationships and understanding their unique needs and goals. Provide strategic input and recommendations understanding their focus and anticipating their needs. Coordinate internal and external resources to expedite Follow up with operations regularly to ensure needs are being met and to identify opportunities. Maintain understand Operations needs and negotiate costs and services. Willingness to travel as needed to meet with Operations
strong relationships and understanding their unique needs and goals. Provide strategic input and recommendations understanding their focus and anticipating their needs. Coordinate internal and external resources to expedite Follow up with operations regularly to ensure needs are being met and to identify opportunities. Maintain understand Operations needs and negotiate costs and services. Willingness to travel as needed to meet with Operations
offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable