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 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 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 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 and medicals completed Ensuring FICA and FAIS requirements are meet with each client. Processing death Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment
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 and medicals completed Ensuring FICA and FAIS requirements are meet with each client. Processing death Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation investments and help with insurance decision This role requires networking and prospecting in order to secure 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 investments and help with insurance decision This role requires networking and prospecting in order to secure 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
we are looking for. Join a team of successful advisors within our organisation and receive leading industry and develop clientele by networking to find new customers and generate lists of prospective clients Participate Advantageous Minimum 2-3 years working experience Requirements Clear Credit record No Criminal record Own transport license Resources to be able to work remotely when required Own laptop Skills and Competencies Strong work 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 the scheme requires. Competency Requirements Attributes Influence: Engage with Customers and colleagues Entrepreneurship: Take chances to continuously improve our Customer's experiences Driving operational efficiencies decisions based on what's right for the company and Customers Owning operational decisions and knowing oneself Skills Problem Solving Computer Technology Skills Customer Focus Communication Skills Experience: 5 - 8 years
several call centre sales postions available and require candidates with varied levels of experience ranging professionals. Position Objective: - Increase customer base by selling/marketing financial products telephonically strong customer relationships to ensure repeat business - Provide efficient, outstanding customer service team today, check if you meet the following requirements: 1. Matriculant 2. Work Experience (6 months