clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
commercial and personal insurance products and services to the right clients Responsibilities: Aggressive etc. On-site meeting with clients Dealing with service providers Implement company strategy Minimum Requirements:
At Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning the highest standards of excellence and provide services and advise that is best suited to our clients an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
role encompasses amongst other taking Citadel's service and product offering to market and engaging with
is a leading, award winning, global financial services company that provides quality financial advice globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key
is a leading, award winning, global financial services company that provides quality financial advice globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key
this leading, award winning, global financial services company provides quality financial advice and globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise role In your role as an experienced Financial Advisor, you will effectively plan and manage leads while internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key
4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to Investments Profile A well seasoned financial advisor/ Minimum requirements: 2 Years industry Experience
4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to Insurance Investments Profile A seasoned insurance advisor with 2 years experience in selling long term insurance
4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to