/Financial Needs Analysis/Estate Planning
New Business Administration
Preparation of quotes
terms of queries, keeping customers up to date and new business
Changing of beneficiaries and switch
switch forms
REs
Looking for new business opportunities from current client base
Applicant
investments already on the books) 50 – 70% new business commissions (new clients) Junior / Vested Adviser: - 40% recurring commissions 60 – 80% new business commissions (new clients) Junior / Partially Vested Adviser: 20% recurring commissions 80 – 90% new business commissions (new clients) Responsibilities: - Source Established network of clients and ability to prospect for new business. Benefits: Up to R2.4m in non-lapsable vesting investments already on the books) 50 – 70% new business commissions (new clients) Junior / Vested Adviser: -
experience, portfolio management, and acquiring new clients? If so, our client in the financial industry financial products and services Actively seek and secure new clients to expand the customer base, Ensure all activities
experience, portfolio management, and acquiring new clients? If so, our client in the financial industry financial products and services Actively seek and secure new clients to expand the customer base, Ensure all activities
engaged and love what they do. New business development / building new customer relationships. Manage
engaged and love what they do. New business development / building new customer relationships. Manage
Paarl, Cape Town, South Africa. We specialize in new registrations, bookkeeping, accounting, tax, and valuable advice. Key Responsibilities: Processing new service requests General administration Invoicing
secondary responsibilities for identifying and acquiring new business opportunities. The role involves multiple existing clients to generate new sales and revenue. Identify and pursue new business opportunities as a satisfaction. Responsible for identifying and pursuing new business opportunities as a secondary function. Engage
secondary responsibilities for identifying and acquiring new business opportunities. The role involves multiple existing clients to generate new sales and revenue. Identify and pursue new business opportunities as a satisfaction. Responsible for identifying and pursuing new business opportunities as a secondary function. Engage
NFU011498-ZAN-1 Are you a financial professional seeking a new challenge? Apply today In a growing commodities company