as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
expansion of our Sales Department. We have several call centre sales postions available and require candidates financial products telephonically within a contact centre environment. - Build strong customer relationships business - Provide efficient, outstanding customer service - Recieve internal training on how to effectively
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
Accounting Firm situated in Reservoir Hills seeks the services of an experienced and qualified Taxation Manager tax enquiries and follow ups via the SARS call centre Completion and submission of Individual/Company/Trust
we are looking for. Join a team of successful advisors within our organisation and receive leading industry Excellent networking and communication skills Service-oriented and customer centric Analytical thinker