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
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share 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
success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals provided it's clients for over 30 years. Responsibilities: Work with company book of clients to meet and advice and offerings. Prospect and obtain new clients in the market to add to it's already extensive manner, building rapport and confidence in the clients. Work with various FSP's and internal departments communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
footprint. Grows division sales while ensuring the retention of budgeted GP objectives, by keeping current
footprint. Grows division sales while ensuring the retention of budgeted GP objectives, by keeping current
strong relationships with existing and potential clients
exceptional attention to detail, ensuring respective client KPI deadlines are met. As the Team Leader, you well as liaising and communicating with clients to optimize clients' requirements. T here are many components Coordinating ongoing professional communications with clients to ensure service requests are responded to in feedback and authorisations are obtained from Clients as per SLA Play a key leadership role in combining for assuring excellent efficient management of clients' properties. Manage Maintenance and building repair
exceptional attention to detail, ensuring respective client KPI deadlines are met. As the Team Leader, you well as liaising and communicating with clients to optimize clients' requirements. T here are many components Coordinating ongoing professional communications with clients to ensure service requests are responded to in feedback and authorisations are obtained from Clients as per SLA Play a key leadership role in combining for assuring excellent efficient management of clients' properties. Manage Maintenance and building repair
Compile proposals for tenders Work on expanding client base Manage the project from quote to customer build successful long-term relationships with clients. Matric, sales & marketing management Qualification
Compile proposals for tenders Work on expanding client base Manage the project from quote to customer build successful long-term relationships with clients. Matric, sales & marketing management Qualification