J umpstart Your Sales Career in Financial Services Are you dynamic and driven? Ready to make a real impact maintain long-term client relationships. Client Consultations: Meet with clients in person, conduct detailed and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals
J umpstart Your Sales Career in Financial Services Are you dynamic and driven? Ready to make a real impact maintain long-term client relationships. Client Consultations: Meet with clients in person, conduct detailed and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals
providing custom built solutions to our clients wealth portfolios at a managerial level is a fundamental requirement for this role
Wealth Engineer, Constantia, Southern Suburbs. Company Name: Keptra. Exciting opportunity Ready to transform future? Discover a unique opportunity to become a Wealth Engineer and embark on a journey towards lasting products, unlocking the potential for asset-based wealth creation. Join a supportive community of like-minded Opportunity? Recurring Income Potential. Asset-Based Wealth Creation. Supportive Community. Ongoing Training risks of starting a business. Join a community of Wealth Engineers sharing success stories and insights
holistic financial planning and investment advisory services. Present financial strategies and solutions Develop
for experienced administrators i n the financial services industry We have a number of roles in the Durban
members. They are committed to innovation, quality service, and the well-being of their clients.
The role:
Our client is seeking a Regional Service Consultant to join their team on a permanent basis in candidate will be responsible for delivering excellent service to members, advisors, providers, and suppliers minimum of 3 years of experience in a customer service-oriented environment within a medical scheme.
Functions:
INVESTMENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ dependent Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online Identifying and proposing solutions to process and service related failures
To supply marketing material 12
6 months contact centre experience/client services experience
Excellent verbal and written
equivalent
multiple channels for servicing clients and executing their transactions. The Consultant is the primary touch which a client experiences our firm. Our team of consultants focuses on engaging and establishing long-lasting delivering a superior client experience. The Consultant role itself forms part of a longer-term journey; journey; it is a feeder role into the business. The consultants are responsible for building trusting relationships with the right company. This is done via various servicing channels i.e., inbound calls, emails, walk-in