book appointments with doctors for the financial advisor's visit. Source leads from the different databases financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their
entails securing approximately 10 policies per month, with each policy yielding a commission of R350.00
entails securing approximately 10 policies per month, with each policy yielding a commission of R350.00
some way. Structured and legislatively compliant policy, practices and processes provide the support the
some way. Structured and legislatively compliant policy, practices and processes provide the support the
the bank and statements. Maintain the financial health of the organization. Analyze costs, pricing, variable
General Participate in formulating and maintaining policies with regard to Property Management Collaborates compensation and adherence to other personnel policies and procedures. Work together with HR with regard
General Participate in formulating and maintaining policies with regard to Property Management Collaborates compensation and adherence to other personnel policies and procedures. Work together with HR with regard
General Various reports Staff training Improve policies and procedures Documentation of Workflow Assist