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
selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
literacy above 80%