The purpose of the role is to network with and cold call on a targeted list of potential customers, to market and sell a new product, that will provide affordable branding and visibility for their business. Understand the company's products (visibility and reach, benefits and pricing) to present to
The purpose of the role is to network with and cold call on a targeted list of potential customers, to market and sell a new product, that will provide affordable branding and visibility for their business. Understand the company's products (visibility and reach, benefits and pricing) to present to
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
reporting to management Working with brokers and maintaining broker relationships Procurement of new business
reporting to management Working with brokers and maintaining broker relationships Procurement of new business
reporting to management Working with brokers and maintaining broker relationships Procurement of new business
reporting to management Working with brokers and maintaining broker relationships Procurement of new business
in English MS office skills Be able to work independently as well as in a team. Be eager to learn and
in English MS office skills Be able to work independently as well as in a team. Be eager to learn and