as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities the procurement of new business Expand sales of products and services with existing customers Work mainly
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities the procurement of new business Expand sales of products and services with existing customers Work mainly
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities the procurement of new business Expand sales of products and services with existing customers Work mainly
in-house product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
in-house product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation opportunities (e.g. insurance, investments and retirement products) Customize financial plans according to clients changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation opportunities (e.g. insurance, investments and retirement products) Customize financial plans according to clients changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
we are looking for. Join a team of successful advisors within our organisation and receive leading industry earnings Recognition based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN
Increase customer base by selling/marketing financial products telephonically within a contact centre environment efficient, outstanding customer service - Recieve internal training on how to effectively run a team and Cash performance bonus, Leadership training and internal growth opportunities.
Establish good relationships with clients and internal staff attend all meetings and adhere to all deadlines in order to keep up to date with SAQA/SETA/NOSA products, safety, health, environment and ETD best practices