companies. The role is about championing our valued customers to achieve their lifetime goals by identifying as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD 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 as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD 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 as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD business Expand sales of products and services with existing customers Work mainly on own leads
PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential 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
PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential 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 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
potential clinical risks relating to contracted services, and coordinate an appropriate response or action Requirements Attributes Influence: Engage with Customers and colleagues to advance the organisation's welfare Take chances to continuously improve our Customer's experiences Driving operational efficiencies Credibility: decisions based on what's right for the company and Customers Owning operational decisions and knowing oneself Computer Technology Skills Customer Focus Communication Skills Experience: 5 - 8 years relevant managed
will be responsible for contacting prospective customers. The successful candidate will be a representation with your colleagues. Essential Requirements: Experience in a sales environment Excellent communication reliable Can work under pressure Excellent customer service skills Self-motivated and resilient Benefits: