KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular to be wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular to be wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial
administrator's/owner's/manager's within the service centre's we will reduce LTP (Long Term Pending) Pending) orders (automatically speeding up service).
we are looking for. Join a team of successful advisors within our organisation and receive leading industry Requirements Clear Credit record No Criminal record Own transport and valid driver's license Resources to be able Excellent networking and communication skills Service-oriented and customer centric Analytical thinker
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
Customer Service Agents
Based customer service and technical service enquiries through inbound calls and provide end-to-end service.
Main
present benefits/opportunities of the sales or service in an effective manner.
Identify
demographics, delivering a high quality, professional service to these customers.
Exercise appropriate
week
KNOWLEDGE AND SKILLS:
experience is essential