preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning opportunities in the client base. Client management and marketing support Attend all client events with Financial (when required). Host and entertain clients at marketing events. Function as a primary point of contact financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation within the company. 4-5 years in the financial services industry. Relevant tertiary education or courses
working environment and culture Structured bespoke training programme to ensure your success Bespoke Leadership to support you every step of the way, providing training, resources, and mentorship to help you succeed Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
up to R2000 R20 000 in training allowances paid per month whilst in training for first 3 months Support procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
up to R2000 R20 000 in training allowances paid per month whilst in training for first 3 months Support procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
our organisation and receive leading industry training, a mentorship program, and an ongoing support Excellent networking and communication skills Service-oriented and customer centric Analytical thinker combination of structured classroom training, one-on-ones, on-the-job training, self-study, and mentoring, focused qualities that a Wealth Planner needs You will be trained by proficient professionals committed to helping
working hours Training and development (product, systems, and sales). You will receive training from professional as well as your Manager and will therefore get training from someone who has experienced the industry
working hours Training and development (product, systems, and sales). You will receive training from professional as well as your Manager and will therefore get training from someone who has experienced the industry
of HR tasks, like talent sourcing, organizing trainings and WSP, administering employee benefits, IR, Conduct employee onboarding and help organize training & development initiatives. Provide support administration or relevant field Additional HR training will be a plus Labour law S197 and S189 B-BBEE
of HR tasks, like talent sourcing, organizing trainings and WSP, administering employee benefits, IR, Conduct employee onboarding and help organize training & development initiatives. Provide support administration or relevant field Additional HR training will be a plus Labour law S197 and S189 B-BBEE
you. We offer a defined career path, the best training in the industry, mentorship and on-going support