exists for individuals with a passion for the financial services industry and who aspire to be leaders profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial needs analysis solutions to meet with clients' financial needs -Offer the best financial advice to your clients regarding from current clients -Ability to participate in financial related sales meetings The role is commission
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Job Description:
As a Financial Services Network Consultant, your primary duties and making professional appointments within the financial services industry. You will be responsible for within the financial services sector.
which you are likely to enjoy career growth. Hi Payroll Specialists, please read carefully before responding Thank you. 1) Do you have 5 years experience in Payroll Adminstration ? 2) Do you work closely with the
achieving set KPIs. Completing any pre-sales administrative functions, to ensure a speedy and smooth handover
coordinator to support a sales team through administration, customer service, and business development any issues or concerns on work orders.
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that the Financial Planning Practice; Interact with Clients Diligently and Fairly; Striving to assist your
holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term focused innovation and service excellence to the financial services industry. We're an undivided team who limits. Description The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting (Essential) 2 or more years experience as a Financial Advisor within financial services (Essential) 2 years or more
for a Sales-Driven Financial Advisor to join our dynamic team As a leading financial services company, achieve their financial goals while driving business growth. As a Sales-Driven Financial Planner, your responsibility will be to deliver exceptional financial advice and solutions to clients, while actively understanding their financial objectives, and tailoring personalized financial plans to meet their needs networking, and cold calling. Conducting comprehensive financial assessments to identify opportunities for investment
Phakisa Holdings are looking for a Sales Assistant/Admin in Johannesburg A leading high-end glass & is seeking a dynamic and sales-oriented Sales Assistant to join their team at their Head-office in JHB office and showroom, managing client queries and assisting the sales and operations department as necessary to walk-in clients Handle office and sales administration tasks. Answer incoming calls and address queries