We are one of Liberty's largest and top producing National Distibution partners with a large national ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation according to clients changing needs Present and sell suitable financial products and services f you can
CLIENT SERVICES / SITE MANAGER required for a leading Security Group to oversee security operations and and clients, ensuring adherence to protocols and regulations, whilst maintaining client satisfaction operations and clients, ensuring adherence to protocols and regulations, and maintaining client satisfaction conducting security assessments. Meetings with Clients and minuting them on official documentation submitted
administrator's/owner's/manager's within the service centre's we will reduce LTP (Long Term Pending) Pending) orders (automatically speeding up service).
We are one of Liberty's largest and top producing National Distibution partners with a large national ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation according to clients changing needs Present and sell suitable financial products and services f you can
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth by looking at all areas of their financial life including retirement, tax, legacy, and business help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form
Bryanston Employer Description Our client is a Financial Services Company Job Description You will be managing client relationships, and providing tailored life insurance solutions to meet clients' needs. outbound calls to generate interest, presenting life insurance options clearly, identifying customer years of Call Centre sales experience 2 years of Life Insurance experience Salary / Package R10K CTC Neg
Bryanston Employer Description Our client is a Financial Services Company Job Description You will be managing client relationships, and providing tailored life insurance solutions to meet clients' needs. outbound calls to generate interest, presenting life insurance options clearly, identifying customer years of Call Centre sales experience 2 years of Life Insurance experience Salary / Package R10K CTC Neg
executing trades in the market on behalf of their clients. Advisors use their knowledge and expertise to plans that aim to achieve the financial goals of clients. These plans include not only investments but also strategies. Advisors further check in with their clients on a regular basis to re-evaluate their current do not need to be wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for individual and business clients. A comprehensive financial plan involves: A thorough
executing trades in the market on behalf of their clients. Advisors use their knowledge and expertise to plans that aim to achieve the financial goals of clients. These plans include not only investments but also strategies. Advisors further check in with their clients on a regular basis to re-evaluate their current do not need to be wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for individual and business clients. A comprehensive financial plan involves: A thorough
business opportunities, building and maintaining client relationships, and achieving sales targets. This understanding of ICT/office automation products and services. Candidates who apply without the required experience qualifications will not be considered. Sales Generation Client Relationship Management Market Research and Analysis experience, includes funeral cover, disability and life. Commission