our Company's products and/or services Expertise in the customer service area we focus in, such as Wealth to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to The role is about shaping the future of our niche client base and assisting them to achieve their financial and new client base, as well as building and maintaining good relationships with our clients and providing planning and investment advice to existing and new clients based on their individual goals, risk tolerance regulatory requirements. Analyze financial data, review clients' investment portfolios, and make recommendations
yielding a commission of R350.00. • Identifying client needs and offering insurance coverage tailored discussions with clients to review and discuss insurance quotations. • Providing clients with accurate and provided through inbound call center agents and liaisons with the life, tax, and billing departments. See
yielding a commission of R350.00. • Identifying client needs and offering insurance coverage tailored discussions with clients to review and discuss insurance quotations. • Providing clients with accurate and provided through inbound call center agents and liaisons with the life, tax, and billing departments. See
independent Financial Brokerage, our client provides exceptional and unique services to professionals within the the relationships and professional service it has provided it's clients for over 30 years. Responsibilities: Responsibilities: Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive products and services in a professional manner, building rapport and confidence in the clients. Work with
sales person to call on new customers and service existing client base. Extensive travelling and country (cold calling) and securing new accounts. 2. Servicing existing customer base. 3. Ability to build strong
sales person to call on new customers and service existing client base. Extensive travelling and country (cold calling) and securing new accounts. 2. Servicing existing customer base. 3. Ability to build strong
Must have proven sales record and have excellent client / account management exp have excellent communication promote, and sell products / services to existing and potential clients - conduct cost benefit and needs
Must have proven sales record and have excellent client / account management exp have excellent communication promote, and sell products / services to existing and potential clients - conduct cost benefit and needs
operational activities to ensure effective and efficient service delivery. Identifying operational inefficiencies level of service quality. Client Relations : Build and maintain strong relationships with clients, addressing committed to innovation and excellence in security services.