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 Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title
and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term 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
and unique Sales and Marketing company. We are looking for 30 Sales consultants for a Sales and Marketing Positive energy Enjoy travelling The post SALES EXECUTIVE appeared first on freerecruit.co.za .
Job Role: Internal Sales
Location: Springfield Park
Minimum 2 years counter Sales/External sales experience. Product Training will
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
dedicated, driven Sales Executive with at least 2-5 years relevant sales experience. Product sales will include offerings. Responsibilities: Reach out and identify sales leads through customer cold calling Establish, develop relationships with new and existing clients Ensure a proper sales administration system is implemented and maintained existing and prospective customers Follow up on sales orders, invoicing, debtors and completed credit and implement a structured and result orientated sales plan Develop and implement and maintain weekly customer