mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance help them reach their financial goals Regularly review clients' bank and other accounts and analyze their client base. This is a FAIS role Matric 1-2 years Sales experience RE 5, FAIS qualification an added advantage
mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance help them reach their financial goals Regularly review clients' bank and other accounts and analyze their client base. This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage
mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance help them reach their financial goals Regularly review clients' bank and other accounts and analyze their client base. This is a FAIS role Matric 1-2 years Sales experience RE 5, FAIS qualification an added advantage
trusting you with the intimate details of their finances and earning that trust requires passing rigorous professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners implementing solutions with new clients and reviewing plans with existing clients. Financial planners Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or
trusting you with the intimate details of their finances and earning that trust requires passing rigorous professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners implementing solutions with new clients and reviewing plans with existing clients. Financial planners Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or
will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner your practice with the support and grooming of sales coaches and experienced planners as well as receive training. You will balance new client development, sales activities, customer service and compliance with evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines financial solutions based on client needs. Completed post matric finance related qualification in marketing
will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner your practice with the support and grooming of sales coaches and experienced planners as well as receive training. You will balance new client development, sales activities, customer service and compliance with evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines financial solutions based on client needs. Completed post matric finance related qualification in marketing
clients reach their financial goals. An aptitude for sales and marketing and a solid network will stand you implementing solutions with new clients and reviewing plans with existing clients. Financial planners trusting you with the intimate details of their finances. Earning that trust requires passing rigorous education preferable, specifically in the fields of finance, law, marketing, entrepreneurship and business criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers
clients reach their financial goals. An aptitude for sales and marketing and a solid network will stand you implementing solutions with new clients and reviewing plans with existing clients. Financial planners trusting you with the intimate details of their finances. Earning that trust requires passing rigorous education preferable, specifically in the fields of finance, law, marketing, entrepreneurship and business criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers
mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance help them reach their financial goals Regularly review clients' bank and other accounts and analyze their client base. This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage