of South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has
their financial goals by developing a personalized plan based on the customer's unique financial situation unique strengths. This collaboration creates a level of synergy not found anywhere else. Locations include: strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and existing products and services Designing financial strategies Assisting clients to make informed
all your personal and business insurance and financial needs. Indwe Risk Services is always looking for part of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide existing clients Liaise with insurers and /or management regarding premiums and quotations Build relationships e-mails to clients according to company standards Manage incoming and outgoing e-mails according to set standards. Provide regular reports and feedback to the manager 4.Customer service excellence Provide a rewarding
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African communication skills Conscientious Leader Persuasive High level of integrity and honesty Willingness to learn and
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
dynamic, entrepreneurial and can negotiate at all levels? If you want to determine your own income and have programme and support to create a "Best of Breed" Financial Advisor. Become an Ambassador to market our wide English for Matric Recognized University Degree (Financial Degree would be advantageous) South African Citizen
non-interest bearing income