analysis based selling techniques, either switches them from other financial institutions or to offer them a Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the potential client and the impact it is having on them 4. Should potential client not qualify, keep their details the correct credit criteria when assessing the file 4. Drafting motivations and explanations of any abnormalities
analysis based selling techniques, either switches them from other financial institutions or to offer them a Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the potential client and the impact it is having on them 4. Should potential client not qualify, keep their details the correct credit criteria when assessing the file 4. Drafting motivations and explanations of any abnormalities
Development and career progression Opportunity to benefit from existing flows (recurring income) should adviser become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience.
Development and career progression Opportunity to benefit from existing flows (recurring income) should adviser become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience.
brand. Grade 12, RE/FAIS qualifications Key Account Management or Territory sales experience General Short-term Short-term insurance knowledge General motor industry knowledge Business awareness Analytical thinking Self-starter
brand. Grade 12, RE/FAIS qualifications Key Account Management or Territory sales experience General Short-term Short-term insurance knowledge General motor industry knowledge Business awareness Analytical thinking Self-starter
consistency
principles Experience and Qualifications Matric/Grade 12 120 FAIS Credits FAIS Regulatory examination
principles Experience and Qualifications Matric/Grade 12 120 FAIS Credits FAIS Regulatory examination
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