of South Africa's 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
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
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
their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what of clients' financial circumstances, current provision and future aims Analysing information and preparing clients with information on new and existing products and services Designing financial strategies Assisting to make informed decisions Reviewing and responding to clients changing needs and financial circumstances
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 relationships with clients through regular calls and informing them of the latest products 3. Perform administration Load policies, amendments and endorsements on the system promptly Ensure premium payments processes and with clients Ensure data integrity on all policy systems General correspondence and e-mails to clients according
to join our dynamic team of Financial Advisors. Our purpose as financial planners is very simple- we aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves wealth, join Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification
premium, total premium and any other pertinent information which may be required from time to time
year full mentorship programme and support to create a "Best of Breed" Financial Advisor. Become an Ambassador English for Matric Recognized University Degree (Financial Degree would be advantageous) South African Citizen vouchers based on certain criteria Mentorship programme Recognition Flexibility Build your own practise
related to the group
related to the group