Paraplanner to senior Discovery FA A successful candidate will be assisting a senior Discovery broker in Paraplanning base. The ideal candidate: is/was an accredited Discovery adviser with a professional manner and strong strong financial planning skills. Has Discovery planning experience? Has a strong knowledge of investments 3> years financial planning Discovery product accreditations Discovery Smart Advice and other tools panel of different Advisors -Discovery product knowledge required -Discovery system experience needed (FAZ
Paraplanner to senior Discovery FA A successful candidate will be assisting a senior Discovery broker in Paraplanning base. The ideal candidate: is/was an accredited Discovery adviser with a professional manner and strong strong financial planning skills. Has Discovery planning experience? Has a strong knowledge of investments 3> years financial planning Discovery product accreditations Discovery Smart Advice and other tools panel of different Advisors -Discovery product knowledge required -Discovery system experience needed (FAZ
Calling new and existing clients to service Discovery and TMFS client base, renewals and upsell om the
Calling new and existing clients to service Discovery and TMFS client base, renewals and upsell om the
A division within Data Discovery is seeking virtual sales agents within the financial services sector
your sales performance. Earn a high basic on discovery calls R 17 600 – R 40 000 per month and addition
parties. o Communicate technical decisions, discoveries, practices, processes, knowledge and information informed on all relevant technical decisions, discoveries, practices, processes, knowledge and information
parties. o Communicate technical decisions, discoveries, practices, processes, knowledge and information informed on all relevant technical decisions, discoveries, practices, processes, knowledge and information
bidding process from start to finish. Conduct discovery calls with potential clients. Create tailored
broker relationship management, market awareness, discovery and expansion of portfolio of broker. BComm or