and personal insurance products and services to the right clients Responsibilities: Aggressive selling lines Quotations for clients Follow up on leads Building a client base Advising clients on their short-term with clients, product providers, colleagues etc. On-site meeting with clients Dealing with service providers
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning excellence and provide services and advise that is best suited to our clients. Our aim is to continually continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing that their fam families/Companies/Assets are financially sound and secure amidst unexpected events in an ever changing changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of others
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
transactions, communication and enquiries for allocated clients
exciting opportunity for a Client Executive in Gauteng.
The Client Executive functions as a general general executive for designated client accounts and/or regions / sectors and is accountable for the revenue delivery/operational performance, as well as the overall PL and client experience for such accounts. Typical focus is
This role creates, implements, and manages the client relationship management and pursuit strategy aimed perspective. As an escalation point, this role minimizes client impacting issues and drives internal support and
include:
My client has proven itself as a forerunner in the field of proper vehicle maintenance. As an auto service service and repair group, they assist clients to keep their vehicles running at their best. They do this repairs and safety checks. My client is currently looking for a Service Advisor to join their growing team scheduling service appointments, and effectively communicating with them throughout the service process information about services, pricing, and timelines in a clear and professional manner. Service Consultation:
transactions? Do you excel in navigating complex financial structures and closing deals that drive growth delivering exceptional advisory services and innovative solutions to our clients. Our team is comprised of and execution.
and personal insurance products and services to the right clients Responsibilities: Aggressive selling lines Quotations for clients Follow up on leads Building a client base Advising clients on their short-term with clients, product providers, colleagues etc. On-site meeting with clients Dealing with service providers
transactions? Do you excel in navigating complex financial structures and closing deals that drive growth delivering exceptional advisory services and innovative solutions to our clients. Our team is comprised of negotiation, and execution. Conduct comprehensive financial analysis, modeling, and due diligence. Develop maintain strong relationships with clients, stakeholders, and financial institutions. Prepare detailed transaction banking, or a related field. Strong analytical and financial modeling skills. Excellent negotiation and communication