prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain Professional Practice Management: Cultivate long-term client relationships and manage your practice with sales professional, we want you on our team This role is ideal for individuals who are proactive, confident three years of full-time work in a client-facing role. Sales Environment : Prior experience in a target-driven Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain Professional Practice Management: Cultivate long-term client relationships and manage your practice with sales professional, we want you on our team This role is ideal for individuals who are proactive, confident three years of full-time work in a client-facing role. Sales Environment : Prior experience in a target-driven Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
personalized financial plans to meet their needs. Your role will involve: Duties & Responsibilities: Prospecting Providing expert guidance on investment options, risk management, and wealth preservation strategies. Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver Proven track record of success in a sales-driven role. Excellent interpersonal and communication skills
personalized financial plans to meet their needs. Your role will involve: Duties & Responsibilities: Prospecting Providing expert guidance on investment options, risk management, and wealth preservation strategies. Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver Proven track record of success in a sales-driven role. Excellent interpersonal and communication skills
people orientated, with a strong client network, the role of a Financial Planner will be ideal for you. We National Diploma in Financial Planning Flexibility of managing your own business Rewarding income and uncapped
Development Consultant, you will play a crucial role in driving business growth and expanding our client stakeholders. You will work closely with our Branch Managers and Sales Leaders to ensure that revenue targets problem-solving abilities Ability to work independently and manage multiple projects simultaneously
Development Consultant, you will play a crucial role in driving business growth and expanding our client stakeholders. You will work closely with our Branch Managers and Sales Leaders to ensure that revenue targets problem-solving abilities Ability to work independently and manage multiple projects simultaneously
sales targets In order to be considered for the role, the following requirements need to be met: - Matric participate in financial related sales meetings The role is commission based and includes training, mentorship
sales targets In order to be considered for the role, the following requirements need to be met: - Matric participate in financial related sales meetings The role is commission based and includes training, mentorship
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up