an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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
Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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
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.
an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential ie 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
Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
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
The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from exis
urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities Requirements: Minimum 10 years experience as financial advisor CFP English first language Must be very presentable
market-related standard. Roles Available: Senior / Career Advisor: - Ideal Candidate: Experienced professionals with Junior / Vested Adviser: - Ideal Candidate: Vested advisors with 5 to 6 years of experience. - Earns R 50 Vested Adviser: - Ideal Candidate: Junior vested advisors with 2 to 4 years of experience - RE qualified ringfencing them to a full range of independent medical aid, gap cover, and short-term, and employee benefit fixed – not potential. 30% ongoing on short-term, medical aid, gap cover, and employee benefits referrals