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
client decision-making.RELATIONSHIP MANAGEMENT
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
non-interest bearing income
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Africa's leading 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
/>Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational
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
you want to enter the Wealth Management Industry , then a Liberty Financial Sales Adviser Graduate Career Enjoy the privilege of working with top class Management and Support professionals within the field. At skills across Insurance, Asset Management, Investment, Risk Management and Health products. Purpose To and protect the financial security and wealth of others by conducting detailed financial needs analysis professional advice to assist people to achieve their financial dreams and maintaining client portfolios by creating