KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular to be wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular to be wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial
administrator's/owner's/manager's within the service centre's we will reduce LTP (Long Term Pending) Pending) orders (automatically speeding up service).
(5) years´ working experience within Insurance industry
will enable you to do the following and provide quality client service:
team of successful advisors within our organisation and receive leading industry training, a mentorship and develop clientele by networking to find new customers and generate lists of prospective clients Participate networking and communication skills Service-oriented and customer centric Analytical thinker Strong business
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation insurance, investments and retirement products) Customize financial plans according to clients changing 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 insurance, investments and retirement products) Customize financial plans according to clients changing 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
Customer Service Agents
Based OF JOB:
Process customer service and technical service enquiries through inbound calls calls and provide end-to-end service.
Main Responsibilities will include but will not be limited :
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining shortfalls and complaints. Matric certificate Industry related degree or diploma preferred Minimim of
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining shortfalls and complaints. Matric certificate Industry related degree or diploma preferred Minimim of