companies. The role is about championing our valued customers to achieve their lifetime goals by identifying whilst in training for first 3 months Support with industry related qualifications Access to Medical Aid, as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business Expand sales of products and services with existing customers Work mainly on own leads
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying whilst in training for first 3 months Support with industry related qualifications Access to Medical Aid, as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business Expand sales of products and services with existing customers Work mainly on own leads
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying whilst in training for first 3 months Support with industry related qualifications Access to Medical Aid, as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business Expand sales of products and services with existing customers Work mainly on own leads
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
assembling. Other, West Suburbs. Company Name: Phase 1 motor works. Paint shop person/ all rounder/ filing/ preparation
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
your career within one of the major financial services companies in South Africa. Liberty offers a structured successful and professional career in the finance industry. Provide holistic financial planning advice to allow you to focus on providing excellent customer service and growing your client base • Full training