in South Africa with a comprehensive range of financial service solutions to facilitate their long term is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng of office space and full infrastructure for financial advisors
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
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
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
/>Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Successful experience as a Sales Rep or Sales Manager, consistently meeting or exceeding targets. Proven organisation. Excellent mentoring, coaching and people management skills. Responsibilities: Present sales, revenue expenses reports and realistic forecasts to the Management team. Develop and implement a sales strategy Track individual and team sales targets and quotas. Manage and oversee the activities and performance of the customer complaints. Interact with the Procurement Manager with regard to stock requirements. Interact with
achieve outstanding results
• The Sales Manager is accountable for understanding Regional Customer specific demands whilst ensuring effective capacity management of available resources in order to achieve higher of training and development plans for BDC's. Manage transformation and employment equity
Responsibilities lead management process
• Ensuring effective resourcing, development, performance management and effective risk management and governance of company sales.
• Key individual -; management oversight