The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers and task management. Importantly, the financial advisor profession requires continuous personal development attendance and completion of accredited courses and programmes. A Grade 12 (Matric) certificate RE5 an advantage
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers and task management. Importantly, the financial advisor profession requires continuous personal development attendance and completion of accredited courses and programmes. A Grade 12 (Matric) certificate RE5 an advantage
appointments with existing clients for financial advisor visits (Cold-Calling) Source leads from various with financial advisors and their teams. Schedule appointments based on financial advisors' diaries. Meet
appointments with existing clients for financial advisor visits (Cold-Calling) Source leads from various with financial advisors and their teams. Schedule appointments based on financial advisors' diaries. Meet
appointments with existing clients for financial advisor visits (Cold-Calling)
enhance relationships with key provider personnel, advisors and clients
business partnerships. Implement customer retention programmes. Source and secure new business collaboration sales, promotions, marketing and social media programmes, and activities over digital platforms. Provide
opportunity employer
Career
eligible to participate in an annual incentive programme.
eligible to participate in an annual incentive programme.