book appointments with doctors for the financial advisor's visit. Source leads from the different databases financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share
customers and service existing client base. Extensive travelling and country calls for a few days per month. 1
customers and service existing client base. Extensive travelling and country calls for a few days per month. 1
office environment but will also be required to travel within the designated area to meet clients. The
Code 8 Drivers licence, being willing and able to travel. COMPETENCIES REQUIRED Building and maintaining
Code 8 Drivers licence, being willing and able to travel. COMPETENCIES REQUIRED Building and maintaining
non-negotiable.) The candidate will be required to travel to clients at various locations. Market Related
continually improve processes as our business expands. Travel between our branches will be required. Process