Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
maintain strong relationships with clients, financial advisors, and intermediaries to understand their needs
maintain strong relationships with clients, financial advisors, and intermediaries to understand their needs
an exciting opportunity for a Sales-Driven Financial Advisor to join our dynamic team As a leading financial
unit within Old Mutual. As a Direct Sales Financial Advisor within Direct Financial Advice , you have
Representative eager to evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services
client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed
client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed