financing solutions tailored to the individuals needs, is looking to grow their sales team. Job Purpose: engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client follow-up C. Match relevant product package to relevant need 1. Using outstanding product knowledge, present potential client in such a way that it meets their need and solves their problems 2. Explain to the potential
financing solutions tailored to the individuals needs, is looking to grow their sales team. Job Purpose: engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client follow-up C. Match relevant product package to relevant need 1. Using outstanding product knowledge, present potential client in such a way that it meets their need and solves their problems 2. Explain to the potential
their lifetime goals by identifying their financial needs, providing sound financial advice, recommending Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD
their lifetime goals by identifying their financial needs, providing sound financial advice, recommending Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD