providing clients with information on new and existing products and services Designing financial strategies Assisting circumstances Promoting and selling financial products to meet given or negotiated sales targets Qualifications
prospective customers, selling and marketing our products. The successful candidate will be a representation
contacting prospective customers and marketing our products. The successful candidate will be a representation
Flexible working hours Training and development (product, systems, and sales). You will receive training
Flexible working hours Training and development (product, systems, and sales). You will receive training
Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers legislation Financial planning fundamentals and product knowledge. Competencies Computer skills: Microsoft needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
the procurement of new business Expand sales of products and services with existing customers Work mainly
the procurement of new business Expand sales of products and services with existing customers Work mainly
seeking new business. Sales and Marketing of all products in the designated range. Attending theatre cases
seeking new business. Sales and Marketing of all products in the designated range. Attending theatre cases