and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle Driven: Enthusiastic and self-motivated with a proven sales track record. Networking Pro: Excellent at building desirable. Experience: At least three years in a sales environment. Clean Record: Clear credit and criminal
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle Driven: Enthusiastic and self-motivated with a proven sales track record. Networking Pro: Excellent at building desirable. Experience: At least three years in a sales environment. Clean Record: Clear credit and criminal
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales generated record of pipeline sales Attend and present updates at internal sales meetings Achieve sales target set New million Scan client base and target market for financial planning opportunities Generate leads by identifying interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA
growth and expansion of our Sales Department. We have several call centre sales postions available and require experience ranging from matriculants to seasoned sales professionals.
Join our team today, check Objective:
- Increase customer base by selling/marketing financial products telephonically within a contact centre apply acquired skills towards building a solid sales team of your own
goals and targets set out by the company. As a sales agent, you will be responsible for contacting prospective
motivated individual to join our team. As a Sales Consultant, you will be the voice of our company, helping opportunity for individuals who are passionate about sales and looking for a rewarding career in a supportive
helping individuals and families secure their financial future? Do you have a knack for understanding insurance solutions specializing in long-term financial planning. We pride ourselves on delivering personalized needs assessments to understand their long-term financial goals and aspirations. Recommend suitable long-term expertise in long-term insurance solutions. Achieving sales targets on a monthly, quarterly and annual basis build rapport and trust with clients. Progressive sales experience, finding new business and securing new
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
/>