you will: -Assist clients needs by conducting an in-depth financial needs analysis - Execute customized customized solutions to meet with clients' financial needs -Offer the best financial advice to your clients for the role, the following requirements need to be met: - Matric and NQF5 or related tertiary qualification
you will: -Assist clients needs by conducting an in-depth financial needs analysis - Execute customized customized solutions to meet with clients' financial needs -Offer the best financial advice to your clients for the role, the following requirements need to be met: - Matric and NQF5 or related tertiary qualification
and guidance to clients regarding their insurance needs and financial goals. Your role is crucial in helping renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with planning software and Microsoft Office Suite Minimum Matric Certificate or Bachelor's degree in Finance, Business
and guidance to clients regarding their insurance needs and financial goals. Your role is crucial in helping renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with planning software and Microsoft Office Suite Minimum Matric Certificate or Bachelor's degree in Finance, Business
clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop Resolve client concerns, queries and/or complaints Matric is essential Tertiary qualification advantagous
and maintain strong relationships with clients Matric (non Negotiable) Relevant tertiary qualifications
and maintain strong relationships with clients Matric (non Negotiable) Relevant tertiary qualifications
and maintain strong relationships with clients Matric (non Negotiable) Relevant tertiary qualifications
and maintain strong relationships with clients Matric (non Negotiable) Relevant tertiary qualifications
decisions Reviewing and responding to clients changing needs and financial circumstances Promoting and selling a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable) Clear criminal