Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales capturing full Discovery product suit which will include Life, Invest, Insure, Health, Vitality and Banking change of brokers over to the Clients on existing Discovery business to advise correctly without any duplication preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and
Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales capturing full Discovery product suit which will include Life, Invest, Insure, Health, Vitality and Banking change of brokers over to the Clients on existing Discovery business to advise correctly without any duplication preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and
SaaS solutions. Qualification and Discovery: Conduct initial discovery calls to understand the prospect's structure. Comprehensive benefits package, including health insurance and pension plan. Opportunities for professional
SaaS solutions. Qualification and Discovery: Conduct initial discovery calls to understand the prospect's structure. Comprehensive benefits package, including health insurance and pension plan. Opportunities for professional
division within Data Discovery is seeking virtual sales agents within the financial services sector Please note Excel) ➢ Excellent telephone etiquette and customer services ➢ Detailed Orientated ➢ Discipline to work independently
related software Market related basic salary Discovery Health Medical Aid (50% subsidy) Provident Fund contribution
related software Market related basic salary Discovery Health Medical Aid (50% subsidy) Provident Fund contribution
negotiation skills Deadline driven Market related Discovery Medical Aid Subsidy Momentum Provident Fund 15
negotiation skills Deadline driven Market related Discovery Medical Aid Subsidy Momentum Provident Fund 15
experience Employer & Job Benefits · 50% of discovery medical · Excellent working hours Mon – Thurs