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).
s experience
with potential clients explaining product and service capabilities overcoming objections and preparing existing clients by introducing new products and services Contributes information to market strategy by – must be from one of the Big 4 – Absa, Nedbank, FNB, Standard (or Capitec Bank) 3 years external Sales
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation 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 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
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining
we are looking for. Join a team of successful advisors within our organisation and receive leading industry Excellent networking and communication skills Service-oriented and customer centric Analytical thinker