in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng office space and full infrastructure for financial advisors
appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both FAIS legislation and according to professional financial advice guidelines.
Responsibili
of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step
Step Financial Planning Process) and selling our client's investments products directly to the clients
clients should this be recommended in the financial plan
opportunities within the client bases of their panel of financial planning partners practice.
with private and business clients to provide financial planning advice and solutions - Advise clients
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
to detail Policy Development Legal Compliance Financial Industry Regulatory Framework Managing Tasks Upholding
/>Policy Development
Legal Compliance
Financial Industry Regulatory Framework
Managing Tasks