Our client is looking for Financial Advisors:
Qualifications and requirements:
Full
opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately Technical Skills: Awareness of the industry and financial standings. Good understanding of the current market understanding of the financial industry in order to provide fit solutions based on a client’s financial needs. Experience: opportunities and commercial information, including financial awareness.
looking for experienced life and investment financial advisors to be based in Durban.
Company office space and full infrastructure for financial advisors
looking for experienced life and investment financial advisors to be based in Umhlanga.
Company
office space and full infrastructure for financial advisors
opportunities within the client bases of their panel of financial planning partners practice.
looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng office space and full infrastructure for financial advisors
ü Full suite of administration services long-term relationships with clients
ü Financial planning for clients
ü Focus on identifying identifying client needs and then offer suitable financial solutions
ü Provide excellent service orientation or Degree (Essential)
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in Durban.
Company office space and full infrastructure for financial advisors
ü Full suite of administration services long-term relationships with clients
ü Financial planning for clients
ü Focus on identifying identifying client needs and then offer suitable financial solutions
ü Provide excellent service orientation
opportunities within the client bases of their panel of financial planning partners practice
Prepare comprehensive
short term insurance leads from the companys financial planning partners
On receipt of the clients
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Leading organisation within the "investments and financial services industry" requires a Risk Consultant opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate