Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Company Name: Attooh. Personal Assistant & Sales Associate for a Financial Advisor a Premier financial a dynamic individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor correspondence and assist with document preparation. Maintain client records and update databases. Assist with travel satisfaction by delivering exceptional service. Assist in organizing client events and seminars. Requirements:
counter customers efficiently and professionally, ensuring prompt assistance and a positive customer experience Handle telephonic communication in a friendly and professional manner, providing prices, quotations, and information and follow up to ensure customer satisfaction. Assist management in sending out promotional literature
counter customers efficiently and professionally, ensuring prompt assistance and a positive customer experience Handle telephonic communication in a friendly and professional manner, providing prices, quotations, and information and follow up to ensure customer satisfaction. Assist management in sending out promotional literature
own personal earning goals A dynamic team and professional environment Job Summary: As an accredited Wealth specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure building strong client relationships Offering sound professional advice that delivers financial solutions in Regulatory authority. It also requires continuous professional development enabling you earn CPD points along
own personal earning goals A dynamic team and professional environment Job Summary: As an accredited Wealth specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure building strong client relationships Offering sound professional advice that delivers financial solutions in Regulatory authority. It also requires continuous professional development enabling you earn CPD points along
options and loan applications can be helpful in assisting customers. Technical knowledge: While not required mutually agreeable outcome. Process paperwork: Assist with completing necessary paperwork, including advice and competitive options. Professionalism: Maintain a professional demeanor throughout your interactions
to conduct a proper needs analysis and offer professional advice
Competencies (RE5)
conduct a proper needs analysis
and offer professional advice.
- Sign up a minimum of 5 active
standards of all Insurance regulations and
professional guidelines and ethics
- Maintain appropriate
and knowledge in order to provide specialist, professional advice in all relevant
business areas
- Maintain the required dress code and professional appearance
Competencies required
Representatives (RE5)
- 12 CPD (continuous professional development) points
- Minimum of 3 years'
digitally capable customer sales and service professional with excellent communication skills who are encouraged to apply. If you are keen to collaborate and assist colleagues by sharing your digital skills and attributes
digitally capable customer sales and service professional with excellent communication skills who are encouraged to apply. If you are keen to collaborate and assist colleagues by sharing your digital skills and attributes