freedom you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess aligned with client's objectives and requirements. Matric Tertiary qualification not necessary but beneficial
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people ready to commit to studying? Minimum Requirements Matric Certificate (Degree desireable) Field sales experience
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people ready to commit to studying? Minimum Requirements Matric Certificate (Degree desireable) Field sales experience
sales
clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop Resolve client concerns, queries and/or complaints Matric is essential Tertiary qualification advantagous
according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including professional practice Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 2-3 years working go-getter who can take the initiative and does not need their hand held You are a self-starter, with high the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
evaluations and assessments to identify training needs, measure training effectiveness, and recommend adjustments
evaluations and assessments to identify training needs, measure training effectiveness, and recommend adjustments