Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
understanding of the long term insurance space Excellent sales skills Must have current assets upwards of R 50m
and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects;
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects; Risk assessment participating in negotiations (supported by external legal advisors); Presentation of investment proposals, feasibility (supported by external advisors including legal, technical and empowerment advisors); Coordinate the transaction
administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects; Risk assessment participating in negotiations (supported by external legal advisors); Presentation of investment proposals, feasibility (supported by external advisors including legal, technical and empowerment advisors); Coordinate the transaction
understanding of the long term insurance space Excellent sales skills Must have current assets upwards of R 50m
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused