as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' the procurement of new business Expand sales of products and services with existing customers Work mainly
Purpose of the Job:
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' the procurement of new business Expand sales of products and services with existing customers Work mainly
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' the procurement of new business Expand sales of products and services with existing customers Work mainly
in-house product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
in-house product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation opportunities (e.g. insurance, investments and retirement products) Customize financial plans according to clients changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation opportunities (e.g. insurance, investments and retirement products) Customize financial plans according to clients changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
we are looking for. Join a team of successful advisors within our organisation and receive leading industry earnings Recognition based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN
addition, to assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE Knowledge and application of relevant legislation Product and scheme rule knowledge Skills Analytical Ability