We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience Qualifications / Requirements: B.Comm Financial Planning (essential) Proficient in Microsoft Office (Word financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios instructions from clients in association with relevant Wealth Planner General administration: – Recording of with FICA and FAIS legislation The post Junior Wealth Advisor appeared first on freerecruit.co.za .
and service solutions Develop and implement sales plans to achieve sales targets Participate in market research
Company Name: Dastile Wealth Insure. Experienced Part Time Tele sales Job. Dastile Wealth Insure has specifically
uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers an exciting them financial services. Design debt liquidation plans which consist of the time frame and priority of and expenditure to design appropriate financial plan. Proffer recommendations on cash management, investment financial performance to determine the need for plan adjustment. Provide sales offers for financial products Contact clients' creditors to arrange a payment plan suitable for both parties. Liaise with other client
uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers an exciting them financial services. Design debt liquidation plans which consist of the time frame and priority of and expenditure to design appropriate financial plan. Proffer recommendations on cash management, investment financial performance to determine the need for plan adjustment. Provide sales offers for financial products Contact clients' creditors to arrange a payment plan suitable for both parties. Liaise with other client
location or market segment. Key Responsibilities: Planning: Contribute to setting and supporting the organisation's ensure achievement of goals. Customer call plan and forward plan essential. Customer Relationship Management: budgets set out. Keep track of weekly forecast and plan ahead. Reporting: Prepare and distribute weekly impact. Customer segmentation. Develop own action plan to achieve budgets. Sales Execution: Interact with trends, and innovations. Execute sales plan by securing planned and new orders. Develop new customer database
location or market segment. Key Responsibilities: Planning: Contribute to setting and supporting the organisation's ensure achievement of goals. Customer call plan and forward plan essential. Customer Relationship Management: budgets set out. Keep track of weekly forecast and plan ahead. Reporting: Prepare and distribute weekly impact. Customer segmentation. Develop own action plan to achieve budgets. Sales Execution: Interact with trends, and innovations. Execute sales plan by securing planned and new orders. Develop new customer database
Requirements: • N2 Electrical Engineering Qualification • E-Plan Basic Certification • National Diploma or B.Tech Word, Excel, MS Projects, Outlook, E-Plan 5.7, E-Plan P8, and E-Plan V2 • 3 to 5 years of relevant experience Requirements: • N2 Electrical Engineering Qualification • E-Plan Basic Certification • National Diploma or B.Tech Word, Excel, MS Projects, Outlook, E-Plan 5.7, E-Plan P8, and E-Plan V2 • 3 to 5 years of relevant experience
contracts, promotional plans, and innovations. Prepare volume forecasts and plans. Collaborate closely Category/Brand opportunities and growth levers, and build plans and strategies to capture these opportunities and corrective plans when necessary. Manage the promotional grid and ensure execution of the promotional plan. Achieve
contracts, promotional plans, and innovations. Prepare volume forecasts and plans. Collaborate closely Category/Brand opportunities and growth levers, and build plans and strategies to capture these opportunities and corrective plans when necessary. Manage the promotional grid and ensure execution of the promotional plan. Achieve