Duties:
Follow all the steps of financial planning in the sales process
Generate leads, set up appointments and meet the client
Prepare and present recommendations and/or solutions
Implement, review and monitor solutions
Obtain all necessary documents
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financi
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financi
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financi
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
Representative eager to evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services
pushing past their limits. Description The Financial Advisor will be responsible for conducting financial (Essential) 2 or more years experience as a Financial Advisor within financial services (Essential) 2 years years or more as a face 2 face Financial Advisor (Essential)
an exciting opportunity for a Sales-Driven Financial Advisor to join our dynamic team As a leading financial