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
etc.) Detail Valid driver's license. Experience (Minimum Experience Required - Number of years) Minimum Incumbent must have sufficient sales/sales management experience, including managing a sales team. 5 Advantageous Advantageous (Years) R 80 000 - Dependant on experience
Looking for someone who has experience working for Directors/Executive FRENCH AND ENGLISH SPEWANG This update calendar. Degree or Diploma with extensive experience working for 2 Directors Must work well under pressure FRENCH AND ENGLISH SPEAKING 5 years working experience as an Executive Assistant
administrator's/owner's/manager's within the service centre's we will reduce LTP (Long Term Pending) Pending) orders (automatically speeding up service).
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 Matric Certificate (Degree desireable) Field sales experience and advantage Own car and valid drivers licence
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 Matric Certificate (Degree desireable) Field sales experience and advantage Own car and valid drivers licence
we are looking for. Join a team of successful advisors within our organisation and receive leading industry actionable ways, ensuring a high-quality client experience during every interaction Construct personalised and develop clientele by networking to find new customers and generate lists of prospective clients Participate / BCOM Advantageous Minimum 2-3 years working experience Requirements Clear Credit record No Criminal networking and communication skills Service-oriented and customer centric Analytical thinker Strong business
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 or diploma preferred Minimim of 1 to 5 years' experience in independantly managing a portfolio of estates