Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Personal Assistant & Sales Associate for a Financial Advisor a Premier financial advisory firm committed personalized service to help clients achieve their financial goals. Job Description: We're seeking a dynamic as a Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll provide engaging in sales to expand our client base. Administrative Support: anage the financial advisor's calendar
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth values your potential Build your own Client Network Arrange Meetings with Clients Condult Financial Needs Analysis Clients (in-depth training provided) Provide Sound Financial and Product advice Build Long-term relationships with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in High Commission Earnings: Unlock your earning potential with competitive commission rates. Mentorship
and ensuring compliance with all regulatory requirements. MUST RESIDE IN KZN OR BE WILLING TO MOVE Key assessments for clients to determine their insurance requirements. Provide expert advice on suitable long-term and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term client data with confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Responsible for the procurement of new business Expand sales of products and services with existing customers
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Responsible for the procurement of new business Expand sales of products and services with existing customers
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term understanding of the long term insurance space Excellent sales skills Must have current assets upwards of R 50m
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 qualification if not already compliant Face to face sales, ability to build and maintain rapport with various clients Selling to Middle – Affluent clients Focus sales split 70% Risk and 30% Investment & Wealth Ability license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth values your potential Build your own Client Network Arrange Meetings with Clients Condult Financial Needs Analysis Clients (in-depth training provided) Provide Sound Financial and Product advice Build Long-term relationships with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in High Commission Earnings: Unlock your earning potential with competitive commission rates. Mentorship
and ensuring compliance with all regulatory requirements. MUST RESIDE IN KZN OR BE WILLING TO MOVE Key assessments for clients to determine their insurance requirements. Provide expert advice on suitable long-term and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term client data with confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
Book Customers vehicles in by filling in the required info and perform inspections on vehicles being being booked in. Promote Services- by promoting sales for the workshop. Handling customer complaints. Providing and purchasing experience. Prior auto mechanic sales experience. Prior auto mechanic technician experience