Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; assessment. Assisting clients in going from blue to gold on Vitality. Checking all user groups are linked
Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; assessment. Assisting clients in going from blue to gold on Vitality. Checking all user groups are linked
Very competitive commission structure from rand one Reasonable sales targets Business expenses will be
Very competitive commission structure from rand one Reasonable sales targets Business expenses will be
two Homeware Sales Consultant positions available: One based at our Fourways showroom and a second position