We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secu
Purpose of the Job:
conditions Make assessment of claims validity and estimate value and administer mandated claims Act as intermediary
conditions Make assessment of claims validity and estimate value and administer mandated claims Act as intermediary
addition, to assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE operational decisions and knowing oneself Collaboration: Build work-related networks and share knowledge with colleagues
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps feedback and continued education opportunities Build and manage your professional practice Qualifications numeracy skills Ability to network, prospect and build relationships Good organisational and time management
development Financial needs analysis Relationship building Build a professional practice under the Liberty brand
development Financial needs analysis Relationship building Build a professional practice under the Liberty brand
equipment to client’s specifications ● Build long term relationships ● Build new client base on a continuous
telephonically within a contact centre environment. - Build strong customer relationships to ensure repeat business effectively run a team and applu acquired skills towards building a solid sales team of your own Join our team today