The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers and task management. Importantly, the financial advisor profession requires continuous personal development Driver's licence and your own car A clear criminal and credit check A minimum of 3 years working experience (preferably
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers and task management. Importantly, the financial advisor profession requires continuous personal development Driver's licence and your own car A clear criminal and credit check A minimum of 3 years working experience (preferably
appointments with existing clients for financial advisor visits (Cold-Calling) Source leads from various with financial advisors and their teams. Schedule appointments based on financial advisors' diaries. Meet
appointments with existing clients for financial advisor visits (Cold-Calling) Source leads from various with financial advisors and their teams. Schedule appointments based on financial advisors' diaries. Meet
appointments with existing clients for financial advisor visits (Cold-Calling)
enhance relationships with key provider personnel, advisors and clients
external stakeholders, including SARS and tax advisors. Bachelor's degree in Accounting, Finance, or
outstanding receivables. Conduct credit checks and establish credit terms with new clients. Resolve any
Microsoft Excel and Word Data capturing, debit and credit experience R10,000 per month total cost to company
Microsoft Excel and Word Data capturing, debit and credit experience R10,000 per month total cost to company