marketing. This role requires someone from the banking or insurance sector - this is non negotiable. Candiate records & achievements) Must come from the banking or insurance industry
This is a telephonic advice business unit within Old Mutual. As a Direct Sales Financial Advisor within within Direct Financial Advice , you have the opportunity to work within a financial sales outbound contact Financial Advice Effectively handles all client queries professionall without providing advice Will be be dealing with customer banking details The use of appropriate applications and technology in a professional
This is a telephonic advice business unit within Old Mutual. As a Direct Sales Financial Advisor within within Direct Financial Advice , you have the opportunity to work within a financial sales outbound contact Financial Advice Effectively handles all client queries professionall without providing advice Will be be dealing with customer banking details The use of appropriate applications and technology in a professional
and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that annually Must be well-spoken and target driven RE Certificate At least Five year's experience selling Short Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered to
and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that annually Must be well-spoken and target driven RE Certificate At least Five year's experience selling Short Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered to
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile, Replacement Comparisons. Ensuring and client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another. GENERAL ADMIN
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile, Replacement Comparisons. Ensuring and client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another. GENERAL ADMIN
sales goals and objectives. REQUIREMENTS Senior Certificate Relevant sales, marketing or logistics qualification & own transport Willing to travel to clients nationally Willing to work overtime and be available after collection and delivery of products Provide technical advice on application of products/services In-depth knowledge
sales goals and objectives. REQUIREMENTS Senior Certificate Relevant sales, marketing or logistics qualification & own transport Willing to travel to clients nationally Willing to work overtime and be available after collection and delivery of products Provide technical advice on application of products/services In-depth knowledge
sales goals and objectives. REQUIREMENTS Senior Certificate Relevant sales, marketing or logistics qualification & own transport Willing to travel to clients nationally Willing to work overtime and be available after collection and delivery of products Provide technical advice on application of products/services In-depth knowledge