Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Assistant & Sales Associate for a Financial Advisor a Premier financial advisory firm committed to providing personalized service to help clients achieve their financial goals. Job Description: We're seeking a dynamic Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll provide crucial client base. Administrative Support: anage the financial advisor's calendar and schedule appointments.
The Employee will work as a Marketing Officer and scope of work will include, but are communication skills (both verbal and written);
INDIVIDUALS Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan plan for the future they want by developing financial strategies that create wealth and reduce debt. Liberty solutions to clients based on their financial situation Financial needs analysis Relationship building experience (advantageous) Skills: Honesty and integrity Excellent communication skills Strong network/social network/social contact Strong presentation skills Analytical thought process Reliability Previous sales track record
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Entrepreneurial approach Excellent negotiation skills Self- starter Strong relationship and networking
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Entrepreneurial approach Excellent negotiation skills Self- starter Strong relationship and networking
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Entrepreneurial approach Excellent negotiation skills Self- starter Strong relationship and networking
Sales Consultant (Financial Services) Location: Witbank, Mpumalanga A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with essential. Exceptionally strong admin skill set / communication skills . If you meet all the requirements
Sales Consultant (Financial Services) Location: Durban, KwaZulu-Natal A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with essential. Exceptionally strong admin skill set / communication skills . If you meet all the requirements
Sales Consultant (Financial Services) Location: Bloemfontein, Free State A leading financial services firm techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with essential. Exceptionally strong admin skill set / communication skills . If you meet all the requirements
Description The Financial Advisor will be responsible for conducting financial needs analysis for both needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting (Essential) Experience: 2 or more years experience as a Financial Advisor Profile Our company is the holding company company of some of South Africa's leading financial service providers. Our portfolio includes short term