lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position investment and policy statements Update client information on Dynamics and Elite Scan client documents to years experience in a financial planning environment In depth knowledge of Financial Planning administration
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position investment and policy statements Update client information on Dynamics and Elite Scan client documents to years experience in a financial planning environment In depth knowledge of Financial Planning administration
sales related queries are addressed Ensure the system is updated with regards to pricing Conduct regular training and development in branch when required Keep informed and liaise with head office on any Industrial Industrial Relations/Human Resources issues Keep informed and liaise with head office on any Health and Safety Safety issues Ensure any relevant information from head office is communicated to the branch Evaluate the effectiveness
production team may be developing. Keeps customers informed of their order progress by submitting weekly/ monthly outstanding order lists. Keep customers informed of delivery status for their deliveries. Travelling of manufacturing orders into Pastel Accounting system. Checking that the sales balance and submitting Sales Team and Accounting Team. Keeps management informed by submitting weekly, monthly, and annual sales
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
solutions that use the specialist and departmental systems and processes - Provide specialist input and recommendations and targets - Provide presentations and scheme information to brokers as required and on request Specialist increase sales - Provide presentations and scheme information to brokers as required and on request - Core where required - Ensure appropriate, active and informative relationships with relevant stakeholders are -Problem solving and decision making skills -Relevant systems knowledge and application -Presentation skills
solutions that use the specialist and departmental systems and processes - Provide specialist input and recommendations and targets - Provide presentations and scheme information to brokers as required and on request Specialist increase sales - Provide presentations and scheme information to brokers as required and on request - Core where required - Ensure appropriate, active and informative relationships with relevant stakeholders are -Problem solving and decision making skills -Relevant systems knowledge and application -Presentation skills
selling Good track record in achieving financial and non-financial targets. Demonstrated experience building
selling Good track record in achieving financial and non-financial targets. Demonstrated experience building