repeat business. ENVIRONMENT: A Hermanus-based Financial Emigration Specialist seeks a highly meticulous individual to fill the role of an Intermediary Financial Consultant on a 1 Year Contract basis. The ideal Centre or Sales experience, Retail Banking / Financial Services, or Insurance experience in a Client Services/Brokerage environment with knowledge of the Financial Industry being familiar with FICA, FAIS, FCSA prospective customers. Gather, compile, and analyses financial and personal customer data. Gain a full understanding
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess organisation and to enable effective two-way flow of information and resolution of issues. Customer Needs Clarification Relationship Management (CRM) Data Enter customer information that has been gathered through research and/or contact into the customer relationship management system, to ensure that the organisation has quality data development planning activities as well as formal and informal training and coaching. QUALIFICATIONS RE5 120
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
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building working hours Training and development (product, systems, and sales). You will receive training from professional
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
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
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
This consultancy that offers Life- and Investments Products for a well knownFinancial Corporate is looking for energetic Sales Advisors that can work independently – no supervision. Opportunities are available in the West Rand, East Rand and Pretoria. Matric NQF 6 – 120 FAIS CREDITS ESSENTIAL IN
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