client connections. Performing thorough financial needs assessments and delivering expert guidance. Safeguarding (Matric is mandatory). At least three years of full-time experience in customer-facing roles Prior involvement
client connections. Performing thorough financial needs assessments and delivering expert guidance. Safeguarding (Matric is mandatory). At least three years of full-time experience in customer-facing roles Prior involvement
nurturing client relationships, ensuring their needs are met and fostering long-term partnerships. Identifying Tailoring financial solutions to meet the individual needs and goals of each client, providing personalized recommendations. Conducting comprehensive financial needs assessments to gain insight into clients' financial Personal laptop Clear credit and criminal record Full Access to a vehicle (non-negotiable for daily meetings meetings outside the office) Prior sales experience Demonstrated sales track record Skills and Abilities
nurturing client relationships, ensuring their needs are met and fostering long-term partnerships. Identifying Tailoring financial solutions to meet the individual needs and goals of each client, providing personalized recommendations. Conducting comprehensive financial needs assessments to gain insight into clients' financial Personal laptop Clear credit and criminal record Full Access to a vehicle (non-negotiable for daily meetings meetings outside the office) Prior sales experience Demonstrated sales track record Skills and Abilities
If so, we have the perfect opportunity for you Full training provided. We are seeking a passionate individual appropriate products and services to meet clients' needs. Stay informed about industry trends and changes qualification is highly beneficial Proven sales experience, ideally in a target driven environment. Strong self-starter with a drive to succeed. Financial services experience is a plus but not required. Own transport and
If so, we have the perfect opportunity for you Full training provided. We are seeking a passionate individual appropriate products and services to meet clients' needs. Stay informed about industry trends and changes qualification is highly beneficial Proven sales experience, ideally in a target driven environment. Strong self-starter with a drive to succeed. Financial services experience is a plus but not required. Own transport and
career has stagnated and that you need a new challenge? It's time to stop searching and read on, as this decisions Reviewing and responding to clients changing needs and financial circumstances Promoting and selling team Time management skills A target driven mindset Discretion and an understanding of the need for client
career has stagnated and that you need a new challenge? It's time to stop searching and read on, as this decisions Reviewing and responding to clients changing needs and financial circumstances Promoting and selling team Time management skills A target driven mindset Discretion and an understanding of the need for client
clients based on their financial situation Financial needs analysis Relationship building Build a professional Clear criminal record Laptop Vehicle Industry experience (advantageous) Skills: Honesty and integrity
clients based on their financial situation Financial needs analysis Relationship building Build a professional Clear criminal record Laptop Vehicle Industry experience (advantageous) Skills: Honesty and integrity