management services, including investment management, estate planning, tax strategies, and risk management. Collaborate with a team of professionals to coordinate estate planning and insurance solutions Monitor and adjust Senior Certificate (Grade 12). Minimum of 2 years Sales experience. A reliable laptop. Valid driver's license
financial futures and protection of assets and estate. Provide proactive, on demand financial service Minimum of 3 years working experience (preferably in sales) Proven computer literacy (MS Office suite) Excellent candidate must have passion for insurance, people and sales accompanied with the ability to network and maintain
financial futures and protection of assets and estate. Provide proactive, on demand financial service Minimum of 3 years working experience (preferably in sales) Proven computer literacy (MS Office suite) Excellent candidate must have passion for insurance, people and sales accompanied with the ability to network and maintain
clients reach their financial goals. An aptitude for sales and marketing and a solid network will stand you anything from how to start investing to retirement or estate planning. Giving advice to clients is a privilege criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers
clients reach their financial goals. An aptitude for sales and marketing and a solid network will stand you anything from how to start investing to retirement or estate planning. Giving advice to clients is a privilege criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers
implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify customer-oriented who will meet or exceed established sales goals, while also meeting individual client needs qualification is highly beneficial Previous experience in a sales environment is essential Clear credit record Clear
implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify customer-oriented who will meet or exceed established sales goals, while also meeting individual client needs qualification is highly beneficial Previous experience in a sales environment is essential Clear credit record Clear
with other professionals, such as tax advisors and estate planners, to provide holistic financial solutions Senior Certificate (Grade 12). Minimum of 2 years Sales experience. A relaible laptop. Valid driver's license
with other professionals, such as tax advisors and estate planners, to provide holistic financial solutions Senior Certificate (Grade 12). Minimum of 2 years Sales experience. A relaible laptop. Valid driver's license
on investments, insurance, retirement, tax, and estate planning. Conduct comprehensive financial assessments and ambitious Has strong business acquisition and sales skills Has a network and exceptional networking